ConvergEx Group
Industry: Company
DescriptionFounded: 2002 Subsidiaries: BNY CONVERGEX EXECUTION SOLUTIONS LLC, Parent organization: Cowen Inc.
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ConvergEx Group Employees
Employee
Years
Job
Industry
Megan Sandler Megan Sandler's ConvergEx Group Experience 2013 - February 2014
Job Senior Vice President & Director of Marketing at Swiss Select Advisors LLC
Industry Financial Services
Experience
Swiss Select Advisors LLC January 2014 - Present
ConvergEx Group 2013 - February 2014
Tudor Pickering Holt & Co 2009 - 2012
Grupo Mayan 2006 - 2009
Stolt-Nielsen S.A. 2003 - 2003
Skills
Strategy, Hedge Funds, Business Development, Sales, Enterprise Software, Venture Capital, Asset Management, Marketing, Valuation, Financial Modeling, Team Leadership, Management, Series 7, Financial Services, Investments, Private Equity, Investment Banking, Start-ups, Portfolio Management, Securities, Options, Entrepreneurship, Equities, Corporate Development, Trading, Derivatives, Business Strategy, Executive Management, Financial Analysis, Risk Management, Due Diligence, Corporate Finance, Capital Markets, Finance, Emerging Markets, Mergers & Acquisitions, Alternative Investments, Bloomberg
Education
Rice University 2002 — 2006
Bachelor of Arts, Visual Arts/History/Minor Business
Rice University 2002 — 2006
Swiss Select Advisors LLC January 2014 - Present
ConvergEx Group 2013 - February 2014
Tudor Pickering Holt & Co 2009 - 2012
Grupo Mayan 2006 - 2009
Stolt-Nielsen S.A. 2003 - 2003
Skills
Strategy, Hedge Funds, Business Development, Sales, Enterprise Software, Venture Capital, Asset Management, Marketing, Valuation, Financial Modeling, Team Leadership, Management, Series 7, Financial Services, Investments, Private Equity, Investment Banking, Start-ups, Portfolio Management, Securities, Options, Entrepreneurship, Equities, Corporate Development, Trading, Derivatives, Business Strategy, Executive Management, Financial Analysis, Risk Management, Due Diligence, Corporate Finance, Capital Markets, Finance, Emerging Markets, Mergers & Acquisitions, Alternative Investments, Bloomberg
Education
Rice University 2002 — 2006
Bachelor of Arts, Visual Arts/History/Minor Business
Rice University 2002 — 2006
Craig Viani Craig Viani's ConvergEx Group Experience June 2014 - October 2014
Job Vice President at Greenwich Associates
Industry Financial Services
Experience
ConvergEx Group June 2014 - October 2014
ConvergEx Group 2010 - October 2014
ConvergEx Group 2006 - 2010
BNY Convergex March 2002 - 2006
ITG 1998 - 2002
Skills
Electronic Trading, Equities, Financial Markets, Series 7, Equity Trading, Securities, Trading, Series 63, Trading Systems, Market Structure, Dark Pools, Order Routing, Algorithms, Series 24, Market Data, Financial Services, Investments, Asset Management, Portfolio Management, Equity Derivatives
Education
Fairfield University 1992 — 1994
Master's Degree, Applied Psychology
Fairfield University 1988 — 1992
Bachelor's Degree, Psychology
ConvergEx Group June 2014 - October 2014
ConvergEx Group 2010 - October 2014
ConvergEx Group 2006 - 2010
BNY Convergex March 2002 - 2006
ITG 1998 - 2002
Skills
Electronic Trading, Equities, Financial Markets, Series 7, Equity Trading, Securities, Trading, Series 63, Trading Systems, Market Structure, Dark Pools, Order Routing, Algorithms, Series 24, Market Data, Financial Services, Investments, Asset Management, Portfolio Management, Equity Derivatives
Education
Fairfield University 1992 — 1994
Master's Degree, Applied Psychology
Fairfield University 1988 — 1992
Bachelor's Degree, Psychology
Joseph Forstbauer Joseph Forstbauer's ConvergEx Group Experience InternMerrill LynchJune 2008 - August 2008
Job Options Trader at Convergex
Industry Financial Services
Experience
ConvergEx Group InternMerrill LynchJune 2008 - August 2008
i-Vista Digital Solutions May 2007 - July 2007
Education
Skidmore College 2005 — 2009
Business and Management, and a Minor in Economics
ConvergEx Group InternMerrill LynchJune 2008 - August 2008
i-Vista Digital Solutions May 2007 - July 2007
Education
Skidmore College 2005 — 2009
Business and Management, and a Minor in Economics
Margaret (Peggy) Farrell Margaret (Peggy) Farrell's ConvergEx Group Experience June 2006 - March 2014
Job Marketing and Business Development Manager at Wilson Elser
Industry Legal Services
Experience
Wilson Elser August 2014 - Present
ConvergEx Group June 2006 - March 2014
The Bank of New York (BNY) Securities Group February 2003 - June 2006
The Bank of New York January 1998 - February 2003
Skills
Corporate Communications, Marketing Communications, Strategy, Strategic Partnerships, Product Marketing, Marketing Strategy, Media Relations, Integrated Marketing, Strategic Planning, Competitive Analysis, Market Research, Staff Management, Brand Development..., Product Management, Planning Budgeting &..., P&L Management, Marketing, Cross-functional Team..., New Business Development, Financial Services, Team Building, Digital Marketing, Advertising, Budgets, Public Relations, Management, Project Management, Internal Communications, Brand Management, Corporate Branding, Branding & Identity, Equities, Vendor Management, Team-oriented, Marketing Management, Online Marketing
Education
Adelphi University
Master of Business Administration in Finance
Adelphi University
Bachelor of Business Administration (BBA), Business Management ~ Finance Concentration
Wilson Elser August 2014 - Present
ConvergEx Group June 2006 - March 2014
The Bank of New York (BNY) Securities Group February 2003 - June 2006
The Bank of New York January 1998 - February 2003
Skills
Corporate Communications, Marketing Communications, Strategy, Strategic Partnerships, Product Marketing, Marketing Strategy, Media Relations, Integrated Marketing, Strategic Planning, Competitive Analysis, Market Research, Staff Management, Brand Development..., Product Management, Planning Budgeting &..., P&L Management, Marketing, Cross-functional Team..., New Business Development, Financial Services, Team Building, Digital Marketing, Advertising, Budgets, Public Relations, Management, Project Management, Internal Communications, Brand Management, Corporate Branding, Branding & Identity, Equities, Vendor Management, Team-oriented, Marketing Management, Online Marketing
Education
Adelphi University
Master of Business Administration in Finance
Adelphi University
Bachelor of Business Administration (BBA), Business Management ~ Finance Concentration
Michael Lipori Michael Lipori's ConvergEx Group Experience June 2010 - September 2010
Job Cost Engineer at Grace Industries LLC
Industry Construction
Experience
Grace Industries LLC April 2015 - Present
Tutor Perini Building Corp. July 2013 - April 2015
Ipreo August 2011 - June 2013
ConvergEx Group June 2010 - September 2010
Skills
Construction Management, Microsoft Excel, Cash Flow Forecasting, Data Analysis, Purchasing, Purchase Orders, Change Orders, Microsoft Office, Financial Analysis, Construction Safety, Microsoft Word, Reporting & Analysis, Financial Modeling, Equity Research, Leadership, Investor Relations, PowerPoint, Capital Markets, Bloomberg Terminal, Budgets, Construction, Contract Management, Accounting, Finance, Investments, Management, Risk Management
Education
Loyola University Maryland 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General, Summa Cum Laude
Grace Industries LLC April 2015 - Present
Tutor Perini Building Corp. July 2013 - April 2015
Ipreo August 2011 - June 2013
ConvergEx Group June 2010 - September 2010
Skills
Construction Management, Microsoft Excel, Cash Flow Forecasting, Data Analysis, Purchasing, Purchase Orders, Change Orders, Microsoft Office, Financial Analysis, Construction Safety, Microsoft Word, Reporting & Analysis, Financial Modeling, Equity Research, Leadership, Investor Relations, PowerPoint, Capital Markets, Bloomberg Terminal, Budgets, Construction, Contract Management, Accounting, Finance, Investments, Management, Risk Management
Education
Loyola University Maryland 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General, Summa Cum Laude
Raymond Delgado Raymond Delgado's ConvergEx Group Experience 2009 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
ConvergEx Group 2009 - Present
UBS Investment Bank March 1980 - June 2010
Skills
Bloomberg, Business Analysis, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, SDLC, Securities, Series 7, Trading Systems, Financial Markets, Financial Services, Investment Banking, Prime Brokerage, Trading, Series 63, Finance, Middle Office, Electronic Trading, Investments, Equity Derivatives, Asset Management, Risk Management
Education
Queens College
ConvergEx Group 2009 - Present
UBS Investment Bank March 1980 - June 2010
Skills
Bloomberg, Business Analysis, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, SDLC, Securities, Series 7, Trading Systems, Financial Markets, Financial Services, Investment Banking, Prime Brokerage, Trading, Series 63, Finance, Middle Office, Electronic Trading, Investments, Equity Derivatives, Asset Management, Risk Management
Education
Queens College
Erik Swedberg's ConvergEx Group Experience May 2013 - July 2013
Job Director of Technology at Govini
Industry Information Technology and Services
Experience
Govini January 2015 - Present
Govini October 2014 - December 2014
Govini May 2014 - October 2014
ConvergEx Group May 2013 - July 2013
Conductix-Wampfler Group February 2013 - April 2013
Infosys June 2012 - August 2012
Cangene Corporation July 2008 - August 2011
Harrys Seafood Bar & Grille October 2006 - July 2008
University of Florida Motor Behavior and Performance Psychology Lab January 2008 - May 2008
Orange County Government May 2002 - September 2005
Skills
Business Analysis, Business Strategy, Data Analysis, Project Management, IT Strategy, Management Consulting, Strategic Planning, Financial Analysis, Product Development, Leadership, Marketing Strategy, Process Improvement, Business Process..., Change Management, Brand Management, Strategy, Operations Management, Marketing, Financial Modeling, Business Development, Professional Services, Research, New Business Development, Training, Management, Mergers & Acquisitions, Competitive Analysis
Education
University of Melbourne - Melbourne Business School 2011 — 2013
MBA, Business Administration
London Business School 2012 — 2012
International Exchange Program, Strategy and Finance
University of Florida 2004 — 2008
Bachelor of Science, Cum Laude, Applied Physiology and Kinesiology
University of Florida 2004 — 2006
Associate of Arts, Magna Cum Laude
Govini January 2015 - Present
Govini October 2014 - December 2014
Govini May 2014 - October 2014
ConvergEx Group May 2013 - July 2013
Conductix-Wampfler Group February 2013 - April 2013
Infosys June 2012 - August 2012
Cangene Corporation July 2008 - August 2011
Harrys Seafood Bar & Grille October 2006 - July 2008
University of Florida Motor Behavior and Performance Psychology Lab January 2008 - May 2008
Orange County Government May 2002 - September 2005
Skills
Business Analysis, Business Strategy, Data Analysis, Project Management, IT Strategy, Management Consulting, Strategic Planning, Financial Analysis, Product Development, Leadership, Marketing Strategy, Process Improvement, Business Process..., Change Management, Brand Management, Strategy, Operations Management, Marketing, Financial Modeling, Business Development, Professional Services, Research, New Business Development, Training, Management, Mergers & Acquisitions, Competitive Analysis
Education
University of Melbourne - Melbourne Business School 2011 — 2013
MBA, Business Administration
London Business School 2012 — 2012
International Exchange Program, Strategy and Finance
University of Florida 2004 — 2008
Bachelor of Science, Cum Laude, Applied Physiology and Kinesiology
University of Florida 2004 — 2006
Associate of Arts, Magna Cum Laude
Paul Finnegan Paul Finnegan's ConvergEx Group Experience 2014 - 2015
Job CEO at TradingBlock / MoneyBlock
Industry Financial Services
Experience
TradingBlock / MoneyBlock 2015 - Present
ConvergEx Group 2014 - 2015
Livevol Inc 2013 - 2014
NYSE Euronext 2008 - 2013
E*Trade Financial 2006 - 2008
Chicago Board Of Trade 2002 - 2006
MF Global 2000 - 2002
Chicago Board Options Exchange 1995 - 2000
Skills
Options, Derivatives, Electronic Trading, Trading, Trading Systems, Financial Markets, Equities, Series 7, Equity Derivatives, Hedge Funds, Capital Markets, Fixed Income, Securities, Trading Strategies, Mutual Funds, CFDs, Equity Trading, Market Data, Alternative Investments, FX Options, FX trading, Investment Strategies, Proprietary Trading, Investments, Series 63, Commodity, Hedging, Bloomberg, ETFs, Portfolio Management, Structured Products, Currency, Risk Management, Bonds, Market Making, Technical Analysis, Back Office, Financial Services, Market Structure, Series 24, FINRA, Strategy, Asset Management, FX Trading
Education
INSEAD
Executive Leadership Program
Loras College
Bachelor of Arts (BA), Marketing
Saint Xavier University
Master of Business Administration (MBA), International Business
TradingBlock / MoneyBlock 2015 - Present
ConvergEx Group 2014 - 2015
Livevol Inc 2013 - 2014
NYSE Euronext 2008 - 2013
E*Trade Financial 2006 - 2008
Chicago Board Of Trade 2002 - 2006
MF Global 2000 - 2002
Chicago Board Options Exchange 1995 - 2000
Skills
Options, Derivatives, Electronic Trading, Trading, Trading Systems, Financial Markets, Equities, Series 7, Equity Derivatives, Hedge Funds, Capital Markets, Fixed Income, Securities, Trading Strategies, Mutual Funds, CFDs, Equity Trading, Market Data, Alternative Investments, FX Options, FX trading, Investment Strategies, Proprietary Trading, Investments, Series 63, Commodity, Hedging, Bloomberg, ETFs, Portfolio Management, Structured Products, Currency, Risk Management, Bonds, Market Making, Technical Analysis, Back Office, Financial Services, Market Structure, Series 24, FINRA, Strategy, Asset Management, FX Trading
Education
INSEAD
Executive Leadership Program
Loras College
Bachelor of Arts (BA), Marketing
Saint Xavier University
Master of Business Administration (MBA), International Business
Christopher Varacchi's ConvergEx Group Experience June 2013 - June 2014
Job Contract Specialist II at NYU Langone Medical Center
Industry Law Practice
Experience
NYU Langone Medical Center December 2014 - Present
ConvergEx Group June 2013 - June 2014
NCR Corporation January 2013 - April 2013
Legal Aid Society May 2012 - August 2012
ACLU August 2010 - August 2011
Skills
Westlaw, Lexis, Legal Research, Legal Writing, Trials
Education
Brooklyn Law School 2011 — 2014
Doctor of Law (J.D.)
University of Delaware 2007 — 2010
Bachelor of Arts (B.A.)
The Tatnall School 1999 — 2006
NYU Langone Medical Center December 2014 - Present
ConvergEx Group June 2013 - June 2014
NCR Corporation January 2013 - April 2013
Legal Aid Society May 2012 - August 2012
ACLU August 2010 - August 2011
Skills
Westlaw, Lexis, Legal Research, Legal Writing, Trials
Education
Brooklyn Law School 2011 — 2014
Doctor of Law (J.D.)
University of Delaware 2007 — 2010
Bachelor of Arts (B.A.)
The Tatnall School 1999 — 2006
Elizabeth Macris Elizabeth Macris's ConvergEx Group Experience June 2012 - August 2012
Job Corporate Development Analyst at Xaxis
Industry Marketing and Advertising
Experience
Xaxis July 2014 - Present
Selerity September 2013 - May 2014
Epickk, Inc. February 2013 - July 2013
Johnson Capital August 2012 - December 2012
ConvergEx Group June 2012 - August 2012
Sovereign Brands September 2011 - May 2012
Central European Advisory Group January 2011 - May 2011
Skills
Foreign Languages, German, Public Relations, Portuguese, Project Management, Financial Analysis, Spanish, International Sales, Financial Structuring, Real Estate Financing, Financial Modeling, Advertising, Start-ups, Business Development, Mergers & Acquisitions, Strategy, Digital Media, Venture Capital, Microsoft Excel, Sales&Marketing, PowerPoint, Presentation Production, International Research, HTML, CSS, Marketing, Social Media
Education
New York University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and German, graduated with honors
Xaxis July 2014 - Present
Selerity September 2013 - May 2014
Epickk, Inc. February 2013 - July 2013
Johnson Capital August 2012 - December 2012
ConvergEx Group June 2012 - August 2012
Sovereign Brands September 2011 - May 2012
Central European Advisory Group January 2011 - May 2011
Skills
Foreign Languages, German, Public Relations, Portuguese, Project Management, Financial Analysis, Spanish, International Sales, Financial Structuring, Real Estate Financing, Financial Modeling, Advertising, Start-ups, Business Development, Mergers & Acquisitions, Strategy, Digital Media, Venture Capital, Microsoft Excel, Sales&Marketing, PowerPoint, Presentation Production, International Research, HTML, CSS, Marketing, Social Media
Education
New York University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and German, graduated with honors
Thomas McDonagh Thomas McDonagh's ConvergEx Group Experience October 2013 - June 2014
Job Institutional Sales and Trading
Industry Investment Management
Experience
Weeden & Co. June 2014 - Present
ConvergEx Group October 2013 - June 2014
E-Golf Professional Tour 2012 - July 2013
Skills
Strategy, Time Management, Investments, Equities, Asset Management, Portfolio Management, Hedge Funds, Valuation, Financial Analysis, Alternative Investments, Bloomberg, Golf, Economics, Capital Markets, Derivatives, Mutual Funds
Education
Penn State University 2007 — 2012
Bachelor of Science (BS), Economics
Weeden & Co. June 2014 - Present
ConvergEx Group October 2013 - June 2014
E-Golf Professional Tour 2012 - July 2013
Skills
Strategy, Time Management, Investments, Equities, Asset Management, Portfolio Management, Hedge Funds, Valuation, Financial Analysis, Alternative Investments, Bloomberg, Golf, Economics, Capital Markets, Derivatives, Mutual Funds
Education
Penn State University 2007 — 2012
Bachelor of Science (BS), Economics
Linh Chau, CPA Linh Chau, CPA's ConvergEx Group Experience April 2013 - Present
Job Financial Analyst at The Commercial Group, LLC
Industry Financial Services
Experience
The Commercial Group, LLC July 2014 - Present
ConvergEx Group April 2013 - Present
BNY ConvergEx 2009 - April 2013
Skills
Equities, Bloomberg, Securities, Fixed Income, Trading, Back Office, Hedge Funds, Derivatives, Asset Management, Trading Systems, Financial Markets, Electronic Trading, Financial Services, Options, Settlement, Investments, FX Options, Risk Management, Capital Markets, Middle Office
Education
University of Central Florida 2012 — 2013
Master's Degree, Accounting
Nichols College 2006 — 2008
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 2001 — 2005
Bachelor's Degree, Economics
The Commercial Group, LLC July 2014 - Present
ConvergEx Group April 2013 - Present
BNY ConvergEx 2009 - April 2013
Skills
Equities, Bloomberg, Securities, Fixed Income, Trading, Back Office, Hedge Funds, Derivatives, Asset Management, Trading Systems, Financial Markets, Electronic Trading, Financial Services, Options, Settlement, Investments, FX Options, Risk Management, Capital Markets, Middle Office
Education
University of Central Florida 2012 — 2013
Master's Degree, Accounting
Nichols College 2006 — 2008
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 2001 — 2005
Bachelor's Degree, Economics
Edward Almonte Edward Almonte's ConvergEx Group Experience November 2008 - August 2014
Job Executive Desktop Support at Alcoa
Industry Information Technology and Services
Experience
Alcoa May 2015 - Present
Dow Jones September 2014 - March 2015
ConvergEx Group November 2008 - August 2014
KeyBank January 2007 - October 2008
KeyBank May 2005 - January 2007
JPMorgan Chase January 2002 - April 2005
AlphaNet Solutions - (Consulting at Goldman Sachs) August 1999 - January 2001
AlphaNet Solutions - (Consulting at Goldman Sachs) April 1998 - August 1999
Skills
Technical Support, Active Directory, Telecommunications, TCP/IP, Operating Systems, Servers, System Deployment, Help Desk Support, Networking, Switches, Software Installation, Troubleshooting, Testing, Windows 7, Printers, Vendor Management, Microsoft Office, Management
Education
DeVry University 2001 — 2004
Bachelor's degree, Computer Systems Networking and Telecommunications
Alcoa May 2015 - Present
Dow Jones September 2014 - March 2015
ConvergEx Group November 2008 - August 2014
KeyBank January 2007 - October 2008
KeyBank May 2005 - January 2007
JPMorgan Chase January 2002 - April 2005
AlphaNet Solutions - (Consulting at Goldman Sachs) August 1999 - January 2001
AlphaNet Solutions - (Consulting at Goldman Sachs) April 1998 - August 1999
Skills
Technical Support, Active Directory, Telecommunications, TCP/IP, Operating Systems, Servers, System Deployment, Help Desk Support, Networking, Switches, Software Installation, Troubleshooting, Testing, Windows 7, Printers, Vendor Management, Microsoft Office, Management
Education
DeVry University 2001 — 2004
Bachelor's degree, Computer Systems Networking and Telecommunications
Santosh Singhal Santosh Singhal's ConvergEx Group Experience January 2014 - Present
Job Vice President at BNY ConvergEx
Industry Financial Services
Experience
ConvergEx Group January 2014 - Present
American Express September 2011 - January 2014
Credit Suisse February 2011 - September 2011
Merrill Lynch April 2009 - February 2011
UBS Investment Bank September 2007 - February 2009
Credit Suisse September 2005 - September 2007
Wells Fargo August 2004 - September 2005
Thomson Financial March 2004 - September 2004
Verizon February 2003 - March 2004
Skills
Web Services, C#, WinForms, WCF Services, Microsoft SQL Server, Oracle PL/SQL..., Rules Engines, Equities, Options, Payment Systems, Electronic Trading, WPF Development, LINQ, SDLC, WCF, Requirements Analysis, Agile Methodologies, PL/SQL
Education
IIT Roorkee 1994 — 1998
Bachelor of Engineering (B.Eng.), Engineering
Villanova University
ConvergEx Group January 2014 - Present
American Express September 2011 - January 2014
Credit Suisse February 2011 - September 2011
Merrill Lynch April 2009 - February 2011
UBS Investment Bank September 2007 - February 2009
Credit Suisse September 2005 - September 2007
Wells Fargo August 2004 - September 2005
Thomson Financial March 2004 - September 2004
Verizon February 2003 - March 2004
Skills
Web Services, C#, WinForms, WCF Services, Microsoft SQL Server, Oracle PL/SQL..., Rules Engines, Equities, Options, Payment Systems, Electronic Trading, WPF Development, LINQ, SDLC, WCF, Requirements Analysis, Agile Methodologies, PL/SQL
Education
IIT Roorkee 1994 — 1998
Bachelor of Engineering (B.Eng.), Engineering
Villanova University
Jack Mackintosh's ConvergEx Group Experience July 2006 - Present
Job Vice President Financial Institutions Portfolio Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank April 2015 - Present
Convergex Group July 2006 - Present
Morgan Stanley June 2005 - July 2006
UBS Investment Bank July 2004 - June 2005
Brown Brothers Harriman April 1995 - July 2004
Skills
Portfolio Management, Equities, Corporate Finance, Credit Risk, Hedge Funds, Banking, Credit, Financial Services, Credit Analysis, Series 7
Education
Southern Methodist University - Cox School of Business 1997 — 2000
M.B.A., Finance
The University of Texas at Austin 1989 — 1994
B.A., English
U.S. Bank April 2015 - Present
Convergex Group July 2006 - Present
Morgan Stanley June 2005 - July 2006
UBS Investment Bank July 2004 - June 2005
Brown Brothers Harriman April 1995 - July 2004
Skills
Portfolio Management, Equities, Corporate Finance, Credit Risk, Hedge Funds, Banking, Credit, Financial Services, Credit Analysis, Series 7
Education
Southern Methodist University - Cox School of Business 1997 — 2000
M.B.A., Finance
The University of Texas at Austin 1989 — 1994
B.A., English
Kirstie Reynoso's ConvergEx Group Experience August 2012 - July 2014
Job Human Resources Manager at Univision Communications Inc.
Industry Broadcast Media
Experience
Univision Communications Inc. September 2015 - Present
Univision Communications Inc. July 2014 - September 2015
ConvergEx Group August 2012 - July 2014
Target May 2010 - July 2012
Skills
Human Resources, Employment Law, Employee Training, Microsoft Office, Employee Relations, Employee Engagement, Talent Management, Recruiting, HRIS Database Management, Training, Leadership, Personnel Management, Management, HRIS, Performance Management, Performance Appraisal, Onboarding, Applicant Tracking...
Education
Le Moyne College 2006 — 2010
Bachelor's degree, Management and Leadership
Univision Communications Inc. September 2015 - Present
Univision Communications Inc. July 2014 - September 2015
ConvergEx Group August 2012 - July 2014
Target May 2010 - July 2012
Skills
Human Resources, Employment Law, Employee Training, Microsoft Office, Employee Relations, Employee Engagement, Talent Management, Recruiting, HRIS Database Management, Training, Leadership, Personnel Management, Management, HRIS, Performance Management, Performance Appraisal, Onboarding, Applicant Tracking...
Education
Le Moyne College 2006 — 2010
Bachelor's degree, Management and Leadership
Jonathan Bohrer Jonathan Bohrer's ConvergEx Group Experience May 2008 - June 2014
Job Chief Financial Officer at AbacusGroup
Industry Financial Services
Experience
Abacus Group June 2014 - Present
ConvergEx Group May 2008 - June 2014
American Express 2002 - 2008
General Electric 1996 - 2000
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Due Diligence, Finance, Mergers, Financial Services, Internal Controls, Executive Management, Business Intelligence, Financial Risk, Banking, Mergers & Acquisitions, Forecasting, Financial Reporting, Risk Management
Education
Penn State University 2000 — 2002
MBA, Finance
Syracuse University 1992 — 1996
BS Management, Supply Chain Management
Abacus Group June 2014 - Present
ConvergEx Group May 2008 - June 2014
American Express 2002 - 2008
General Electric 1996 - 2000
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Due Diligence, Finance, Mergers, Financial Services, Internal Controls, Executive Management, Business Intelligence, Financial Risk, Banking, Mergers & Acquisitions, Forecasting, Financial Reporting, Risk Management
Education
Penn State University 2000 — 2002
MBA, Finance
Syracuse University 1992 — 1996
BS Management, Supply Chain Management
Kateri Hooper Kateri Hooper's ConvergEx Group Experience January 2014 - Present
Job Financial Analyst at ConvergEx Group
Industry Logistics and Supply Chain
Experience
ConvergEx Group January 2014 - Present
Staples 2013 - June 2013
Parsons Brinckerhoff January 2012 - June 2012
Bankers Life and Casualty April 2011 - July 2011
Skills
Microsoft Excel, Access, PowerPoint, Outlook, Forecasting, Data Analysis, JDA E3, Cognos, Team Leadership, Microsoft Office, Management, Microsoft Word, Financial Analysis, Financial Reporting, Customer Service, QuickBooks, Leadership, Time Management, Training, Data Entry, Sales, Public Speaking, E3
Education
Northeastern University 2010 — 2015
Bachelor of Science in BA, Finance and Supply Chain Management
ConvergEx Group January 2014 - Present
Staples 2013 - June 2013
Parsons Brinckerhoff January 2012 - June 2012
Bankers Life and Casualty April 2011 - July 2011
Skills
Microsoft Excel, Access, PowerPoint, Outlook, Forecasting, Data Analysis, JDA E3, Cognos, Team Leadership, Microsoft Office, Management, Microsoft Word, Financial Analysis, Financial Reporting, Customer Service, QuickBooks, Leadership, Time Management, Training, Data Entry, Sales, Public Speaking, E3
Education
Northeastern University 2010 — 2015
Bachelor of Science in BA, Finance and Supply Chain Management
Prince Osei-kwarteng Prince Osei-kwarteng's ConvergEx Group Experience March 2014 - September 2014
Job ConvergEx Staff Accountant
Industry Accounting
Experience
National Association of Black Accountants March 2013 - Present
Light House International Church January 2008 - Present
ConvergEx Group March 2014 - September 2014
PharamaSim Drexel University January 2013 - March 2013
Tommy Hilfiger January 2011 - January 2012
Deloitte June 2010 - August 2010
Participant, Deloitte Impact Day January 2010 - January 2010
Malcolm X Shabazz High School Soccer Team January 2008 - January 2010
Junior Reserve Officers Training Corps January 2008 - January 2010
Newark City Tennis January 2008 - January 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Leadership, Business Planning, Marketing, Training, Sales, Finance, Strategy, Accounting, Time Management, Financial Analysis, Teamwork, General Ledger, Account Reconciliation
Education
Drexel University 2013 — 2015
Bachelor of Science Business Administration, Accounting
Essex County College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Accounting, 3.3
National Association of Black Accountants March 2013 - Present
Light House International Church January 2008 - Present
ConvergEx Group March 2014 - September 2014
PharamaSim Drexel University January 2013 - March 2013
Tommy Hilfiger January 2011 - January 2012
Deloitte June 2010 - August 2010
Participant, Deloitte Impact Day January 2010 - January 2010
Malcolm X Shabazz High School Soccer Team January 2008 - January 2010
Junior Reserve Officers Training Corps January 2008 - January 2010
Newark City Tennis January 2008 - January 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Leadership, Business Planning, Marketing, Training, Sales, Finance, Strategy, Accounting, Time Management, Financial Analysis, Teamwork, General Ledger, Account Reconciliation
Education
Drexel University 2013 — 2015
Bachelor of Science Business Administration, Accounting
Essex County College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Accounting, 3.3
Xiaoxian (Emily) Zheng Xiaoxian (Emily) Zheng's ConvergEx Group Experience May 2014 - August 2014
Job Business Analyst at Genpact
Industry Financial Services
Experience
GENPACT June 2015 - Present
ConvergEx Group May 2014 - August 2014
DaD Asia Ltd. February 2013 - May 2013
Zhejiang University September 2011 - September 2012
Skills
Research, R, Mandarin, English, PowerPoint, SPSS, Microsoft Excel, Market Research, Chinese, Microsoft Word, Time Series Analysis, SAS, Java, Statistical Data..., Monte Carlo Simulation, Photography, Time Management, Bloomberg Terminal, Data Analysis, VBA, C++, Credit Risk, SAS Programming, Quantitative Analytics, Data Mining, Microsoft Office, Analysis, Statistics, SQL
Education
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2015
Master's degree, Financial Statistics and Risk Management, 4.0/4.0
Zhejiang University 2009 — 2013
Bachelor's degree, Economics, 3.82/4
GENPACT June 2015 - Present
ConvergEx Group May 2014 - August 2014
DaD Asia Ltd. February 2013 - May 2013
Zhejiang University September 2011 - September 2012
Skills
Research, R, Mandarin, English, PowerPoint, SPSS, Microsoft Excel, Market Research, Chinese, Microsoft Word, Time Series Analysis, SAS, Java, Statistical Data..., Monte Carlo Simulation, Photography, Time Management, Bloomberg Terminal, Data Analysis, VBA, C++, Credit Risk, SAS Programming, Quantitative Analytics, Data Mining, Microsoft Office, Analysis, Statistics, SQL
Education
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2015
Master's degree, Financial Statistics and Risk Management, 4.0/4.0
Zhejiang University 2009 — 2013
Bachelor's degree, Economics, 3.82/4
Garrett Baumann's ConvergEx Group Experience March 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
ConvergEx Group March 2013 - Present
ConvergEx Group August 2012 - March 2013
ConvergEx Group September 2011 - August 2012
ConvergEx Group December 2010 - September 2011
Merrill Lynch September 2007 - June 2010
Skills
Microsoft Office, Account Reconciliation, Insurance, Microsoft Excel, Research, Series 7, PowerPoint, Series 63
Education
Florida State University 2003 — 2007
B.S, Economics and International Affairs; 2007
ConvergEx Group March 2013 - Present
ConvergEx Group August 2012 - March 2013
ConvergEx Group September 2011 - August 2012
ConvergEx Group December 2010 - September 2011
Merrill Lynch September 2007 - June 2010
Skills
Microsoft Office, Account Reconciliation, Insurance, Microsoft Excel, Research, Series 7, PowerPoint, Series 63
Education
Florida State University 2003 — 2007
B.S, Economics and International Affairs; 2007
Daniel Schlemovitz Daniel Schlemovitz's ConvergEx Group Experience April 2013 - November 2013
Job Operations Analyst at Amerra Capital Management, LLC
Industry Financial Services
Experience
Amerra Capital Management, LLC December 2013 - Present
ConvergEx Group April 2013 - November 2013
AXA MedLA April 2012 - August 2012
Transervice Logistics Inc. July 2011 - August 2011
Garber Bros. Inc July 2010 - December 2010
Skills
Finance, Spanish, Entrepreneurship, Microsoft Word, Financial Analysis, International Business, English, Teamwork, PowerPoint, Market Research, Sales, Word, Excel, Small Business, Database Management, Customer Service, Sales Management, Client Relationship..., Inventory Management, Insurance, Social Networking, Analysis, Data Analysis, Microsoft Office
Education
Comillas Pontifical University / ICADE 2011 — 2012
International Business
Northeastern University 2008 — 2012
Bachelor's Degree, International Business
Amerra Capital Management, LLC December 2013 - Present
ConvergEx Group April 2013 - November 2013
AXA MedLA April 2012 - August 2012
Transervice Logistics Inc. July 2011 - August 2011
Garber Bros. Inc July 2010 - December 2010
Skills
Finance, Spanish, Entrepreneurship, Microsoft Word, Financial Analysis, International Business, English, Teamwork, PowerPoint, Market Research, Sales, Word, Excel, Small Business, Database Management, Customer Service, Sales Management, Client Relationship..., Inventory Management, Insurance, Social Networking, Analysis, Data Analysis, Microsoft Office
Education
Comillas Pontifical University / ICADE 2011 — 2012
International Business
Northeastern University 2008 — 2012
Bachelor's Degree, International Business
Michael Xirinachs Michael Xirinachs's ConvergEx Group Experience October 2013 - October 2014
Job Sales Trader at Convergex Group
Industry Financial Services
Experience
Convergex October 2014 - Present
ConvergEx Group October 2013 - October 2014
ConvergEx Group June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Investments, Analysis, Finance, Bloomberg, Portfolio Management, Microsoft Word, Microsoft Office, Public Speaking, Financial Analysis, Research, Trading, Capital Markets, Teamwork, Equities, Social Media, Series 7, Customer Service, Social Networking, Sales
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Fudan University
Convergex October 2014 - Present
ConvergEx Group October 2013 - October 2014
ConvergEx Group June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Investments, Analysis, Finance, Bloomberg, Portfolio Management, Microsoft Word, Microsoft Office, Public Speaking, Financial Analysis, Research, Trading, Capital Markets, Teamwork, Equities, Social Media, Series 7, Customer Service, Social Networking, Sales
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Fudan University
Aris Bidianos's ConvergEx Group Experience February 2011 - July 2012
Job Senior Analyst at American Express, MBA Candidate
Industry Financial Services
Experience
American Express April 2013 - Present
Reservoir Capital Group August 2012 - April 2013
ConvergEx Group February 2011 - July 2012
Citi August 2010 - February 2011
Ameriprise Financial Services, Inc. June 2008 - January 2010
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Strategic Financial..., Investments, Valuation, Equities, Corporate Finance, Portfolio Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA), Finance, General
Boston University Questrom School of Business 2004 — 2008
Bachelor of Science in Business Administration, Concentration in Finance
American Express April 2013 - Present
Reservoir Capital Group August 2012 - April 2013
ConvergEx Group February 2011 - July 2012
Citi August 2010 - February 2011
Ameriprise Financial Services, Inc. June 2008 - January 2010
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Strategic Financial..., Investments, Valuation, Equities, Corporate Finance, Portfolio Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA), Finance, General
Boston University Questrom School of Business 2004 — 2008
Bachelor of Science in Business Administration, Concentration in Finance
Steven Heineman Steven Heineman's ConvergEx Group Experience August 2012 - Present
Job General Counsel, Secretary and Executive Managing Director at ConvergEx Group
Industry Financial Services
Experience
ConvergEx Group August 2012 - Present
Societe Generale May 2002 - August 2012
United States Attorney's Office, Southern District of New York 1996 - 1999
Debevoise & Plimpton August 1990 - October 1996
Skills
Commercial Litigation, Corporate Governance, Corporate Law, FCPA, Cross-border..., Litigation, Securities, Securities Regulation, Trials, Privacy Law, Legal Research, Intellectual Property, Civil Litigation, Arbitration, Appeals
Education
New York University School of Law 1987 — 1990
JD, Law
Hobart and William Smith Colleges 1982 — 1986
BA, Political Science
ConvergEx Group August 2012 - Present
Societe Generale May 2002 - August 2012
United States Attorney's Office, Southern District of New York 1996 - 1999
Debevoise & Plimpton August 1990 - October 1996
Skills
Commercial Litigation, Corporate Governance, Corporate Law, FCPA, Cross-border..., Litigation, Securities, Securities Regulation, Trials, Privacy Law, Legal Research, Intellectual Property, Civil Litigation, Arbitration, Appeals
Education
New York University School of Law 1987 — 1990
JD, Law
Hobart and William Smith Colleges 1982 — 1986
BA, Political Science
Richard Ramsey Richard Ramsey's ConvergEx Group Experience January 2013 - June 2013
Job Student at Northeastern University
Industry Financial Services
Experience
Rue La La January 2015 - Present
OnDeck January 2014 - June 2014
ConvergEx Group January 2013 - June 2013
Ostroms Drug and Gift June 2008 - August 2010
Skills
Microsoft Excel, Data Analysis, Java, Analysis, R, Economics, Scheme, SQL, Microsoft Office, Tableau, Qualtrics
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Mathematics and Economics
Rue La La January 2015 - Present
OnDeck January 2014 - June 2014
ConvergEx Group January 2013 - June 2013
Ostroms Drug and Gift June 2008 - August 2010
Skills
Microsoft Excel, Data Analysis, Java, Analysis, R, Economics, Scheme, SQL, Microsoft Office, Tableau, Qualtrics
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Mathematics and Economics
Alec Bornstein Alec Bornstein's ConvergEx Group Experience June 2012 - August 2012
Job Sales Analyst
Industry Financial Services
Experience
Bloomberg LP October 2014 - December 2014
Bloomberg LP October 2014 - December 2014
Subaru of Roslyn August 2014 - October 2014
ConvergEx Group June 2012 - August 2012
EMM Group Inc July 2011 - August 2011
Clarkeson Research Group, Inc June 2010 - August 2010
Skills
Social Media Marketing, Hospitality, Sales, Automotive, Market Research, Team Building, Customer Satisfaction, Sales Management, Marketing Communications, Accounting, Social Media, Microsoft Excel, Negotiation, Business Development, Customer Service, Business Planning, Marketing Strategy, Analysis, Microsoft Office, Management, Marketing, Leadership, Strategic Planning, New Business Development, Business Strategy, Retail, Advertising, Teamwork, Social Networking, Public Relations, Team Leadership, Event Planning, Training, Entrepreneurship, Competitive Analysis, Budgets, Event Management, Inventory Management
Education
Pace University - Lubin School of Business 2009 — 2014
Bachelor of Business Administration (BBA), Finance, General
Bloomberg LP October 2014 - December 2014
Bloomberg LP October 2014 - December 2014
Subaru of Roslyn August 2014 - October 2014
ConvergEx Group June 2012 - August 2012
EMM Group Inc July 2011 - August 2011
Clarkeson Research Group, Inc June 2010 - August 2010
Skills
Social Media Marketing, Hospitality, Sales, Automotive, Market Research, Team Building, Customer Satisfaction, Sales Management, Marketing Communications, Accounting, Social Media, Microsoft Excel, Negotiation, Business Development, Customer Service, Business Planning, Marketing Strategy, Analysis, Microsoft Office, Management, Marketing, Leadership, Strategic Planning, New Business Development, Business Strategy, Retail, Advertising, Teamwork, Social Networking, Public Relations, Team Leadership, Event Planning, Training, Entrepreneurship, Competitive Analysis, Budgets, Event Management, Inventory Management
Education
Pace University - Lubin School of Business 2009 — 2014
Bachelor of Business Administration (BBA), Finance, General
Joshua Stubbolo Joshua Stubbolo's ConvergEx Group Experience December 2013 - March 2014
Job Financial Professional
Industry Financial Services
Experience
Synergy Wealth Alliance September 2014 - Present
Stubbolo Development Group November 2013 - October 2014
Maximized Living March 2014 - August 2014
ConvergEx Group December 2013 - March 2014
Northwestern Mutual May 2012 - December 2012
Lake of the Woods HOA January 2012 - April 2012
Publix Super Markets August 2008 - March 2009
Skills
Microsoft Office, Investments, Customer Service, Personal Finance, Life Insurance, Health Insurance, Internet Troubleshooting, Project Management, Financial Analysis, Banking, Sales, Leadership, Outlook, Disability Insurance, Management, Teamwork, Microsoft Excel, Small Business, Financial Modeling, Access, Accounting, Fixed Annuities, Employee Benefits, Time Management, Data Analysis, Marketing, Market Research, PowerPoint, Retirement Planning, Analysis, Strategy
Education
University of Central Florida 2011 — 2013
Bachelor of Arts (B.A.), Finance and Financial Management Services, Graduated
Santa Fe College 2008 — 2011
Associate of Arts (AA), Small Business Administration/Management
Synergy Wealth Alliance September 2014 - Present
Stubbolo Development Group November 2013 - October 2014
Maximized Living March 2014 - August 2014
ConvergEx Group December 2013 - March 2014
Northwestern Mutual May 2012 - December 2012
Lake of the Woods HOA January 2012 - April 2012
Publix Super Markets August 2008 - March 2009
Skills
Microsoft Office, Investments, Customer Service, Personal Finance, Life Insurance, Health Insurance, Internet Troubleshooting, Project Management, Financial Analysis, Banking, Sales, Leadership, Outlook, Disability Insurance, Management, Teamwork, Microsoft Excel, Small Business, Financial Modeling, Access, Accounting, Fixed Annuities, Employee Benefits, Time Management, Data Analysis, Marketing, Market Research, PowerPoint, Retirement Planning, Analysis, Strategy
Education
University of Central Florida 2011 — 2013
Bachelor of Arts (B.A.), Finance and Financial Management Services, Graduated
Santa Fe College 2008 — 2011
Associate of Arts (AA), Small Business Administration/Management
Edward Huard Edward Huard's ConvergEx Group Experience January 2013 - January 2015
Job Investment Systems Consultant at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2015 - Present
ConvergEx Group January 2013 - January 2015
Eze Castle Software November 2010 - December 2012
US Energy Systems, LLC May 2010 - November 2010
Babson College May 2010 - September 2010
Fubei Electric Co. January 2010 - May 2010
Boston Graduate Leadership Organization 2010 - 2010
NeoMundo September 2009 - December 2009
World Entrepreneurship Forum November 2009 - November 2009
Skills
Start-ups, Financial Modeling, Business Strategy, Marketing Strategy, Leadership, Entrepreneurship, Market Research, Management, Business Planning, Program Management, Data Analysis, Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2010
Masters of Science in Entrepreneurship, Global Entrepreneurship
University of Massachusetts, Amherst 2005 — 2009
BBA, Corporate Finance
Putnam Investments March 2015 - Present
ConvergEx Group January 2013 - January 2015
Eze Castle Software November 2010 - December 2012
US Energy Systems, LLC May 2010 - November 2010
Babson College May 2010 - September 2010
Fubei Electric Co. January 2010 - May 2010
Boston Graduate Leadership Organization 2010 - 2010
NeoMundo September 2009 - December 2009
World Entrepreneurship Forum November 2009 - November 2009
Skills
Start-ups, Financial Modeling, Business Strategy, Marketing Strategy, Leadership, Entrepreneurship, Market Research, Management, Business Planning, Program Management, Data Analysis, Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2010
Masters of Science in Entrepreneurship, Global Entrepreneurship
University of Massachusetts, Amherst 2005 — 2009
BBA, Corporate Finance
Jiawei Sun, CFA Jiawei Sun, CFA's ConvergEx Group Experience July 2010 - Present
Job Order Management System Developer
Industry Information Technology and Services
Experience
ConvergEx Group July 2010 - Present
Intel Corporation August 2005 - May 2009
Skills
Perl
Education
Carnegie Mellon University 2009 — 2010
Master, Information System Management
Hunan University 2001 — 2005
Bachelor of Engineering, Software Engineering
ConvergEx Group July 2010 - Present
Intel Corporation August 2005 - May 2009
Skills
Perl
Education
Carnegie Mellon University 2009 — 2010
Master, Information System Management
Hunan University 2001 — 2005
Bachelor of Engineering, Software Engineering
Katie Carvajal's ConvergEx Group Experience November 2013 - Present
Job Middle Office Analyst at ConvergEx Group
Industry Marketing and Advertising
Experience
ConvergEx Group November 2013 - Present
Elase Medical Spas and Cosmetic Surgery Center January 2007 - Present
BOYS AND GIRLS CLUB OF CENTRAL FLORIDA May 2011 - August 2011
HEAT TANDOOR LOUNGE January 2010 - July 2011
EXPRESS DESIGN STUDIO January 2005 - July 2011
Heat Tandoor Lounge October 2010 - April 2011
Skills
Filing, Microsoft Office, Customer Service, Marketing, Social Media, Training, Time Management, Facebook, Management, Recruiting, Sales, Advertising, Human Resources, Event Management, Social Networking
Education
University of Central Florida 2008 — 2011
Bachelor of Arts, Advertising/Public Relations
Fashion Institute of Technology 2008 — 2008
Fashion, Image Consultant
Make-up Designory 2008 — 2008
Beauty Make-up Artist
Valencia Community
Associate of Arts, General Studies
ConvergEx Group November 2013 - Present
Elase Medical Spas and Cosmetic Surgery Center January 2007 - Present
BOYS AND GIRLS CLUB OF CENTRAL FLORIDA May 2011 - August 2011
HEAT TANDOOR LOUNGE January 2010 - July 2011
EXPRESS DESIGN STUDIO January 2005 - July 2011
Heat Tandoor Lounge October 2010 - April 2011
Skills
Filing, Microsoft Office, Customer Service, Marketing, Social Media, Training, Time Management, Facebook, Management, Recruiting, Sales, Advertising, Human Resources, Event Management, Social Networking
Education
University of Central Florida 2008 — 2011
Bachelor of Arts, Advertising/Public Relations
Fashion Institute of Technology 2008 — 2008
Fashion, Image Consultant
Make-up Designory 2008 — 2008
Beauty Make-up Artist
Valencia Community
Associate of Arts, General Studies
Julia Kenning Lyons Julia Kenning Lyons's ConvergEx Group Experience January 2013 - June 2014
Job Compliance Associate at Evercore
Industry Financial Services
Experience
Evercore June 2014 - Present
ConvergEx Group January 2013 - June 2014
ConvergEx Group March 2012 - December 2012
iNDELIBLE April 2011 - July 2011
NYSE April 2009 - December 2010
NYSE January 2007 - April 2009
NYSE May 2006 - December 2006
Skills
Equities, Strategic Planning, Trading, Analysis, Securities, Private Investigations, Derivatives, Management, Training, Program Management, Electronic Trading, Options, Risk Management, Trading Systems, Hedge Funds
Education
Loyola University Chicago 2003 — 2007
Bachelor of Arts, Economics
Loyola University of Chicago 2003 — 2006
Bachelor of Science, Physics
Evercore June 2014 - Present
ConvergEx Group January 2013 - June 2014
ConvergEx Group March 2012 - December 2012
iNDELIBLE April 2011 - July 2011
NYSE April 2009 - December 2010
NYSE January 2007 - April 2009
NYSE May 2006 - December 2006
Skills
Equities, Strategic Planning, Trading, Analysis, Securities, Private Investigations, Derivatives, Management, Training, Program Management, Electronic Trading, Options, Risk Management, Trading Systems, Hedge Funds
Education
Loyola University Chicago 2003 — 2007
Bachelor of Arts, Economics
Loyola University of Chicago 2003 — 2006
Bachelor of Science, Physics
Jessica Laresca's ConvergEx Group Experience June 2014 - August 2014
Job Intern at ConvergEx Group
Industry Financial Services
Experience
Vivint June 2015 - July 2015
ConvergEx Group June 2014 - August 2014
ConvergEx Group June 2013 - August 2013
Two of Us November 2011 - June 2012
Candlewood Pools May 2009 - May 2011
Skills
Excel, Peachtree, Fact Set, Microsoft Excel, Leadership, Bloomberg, Outlook, PowerPoint, Time Management, Teamwork, Bloomberg Terminal, Microsoft Word, Microsoft Office, Finance, Equity Research, Financial Analysis, Customer Service, Public Speaking, Social Media, Financial Planning, Analysis
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Economics & Finance with Liberal Studies Major in Global Perspectives, 3.6
Colts Neck High School 2008 — 2012
Vivint June 2015 - July 2015
ConvergEx Group June 2014 - August 2014
ConvergEx Group June 2013 - August 2013
Two of Us November 2011 - June 2012
Candlewood Pools May 2009 - May 2011
Skills
Excel, Peachtree, Fact Set, Microsoft Excel, Leadership, Bloomberg, Outlook, PowerPoint, Time Management, Teamwork, Bloomberg Terminal, Microsoft Word, Microsoft Office, Finance, Equity Research, Financial Analysis, Customer Service, Public Speaking, Social Media, Financial Planning, Analysis
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Economics & Finance with Liberal Studies Major in Global Perspectives, 3.6
Colts Neck High School 2008 — 2012
Philip Gin's ConvergEx Group Experience May 2012 - October 2013
Job Accounting and Financial Services
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass November 2013 - June 2014
ConvergEx Group May 2012 - October 2013
Chartis June 2010 - May 2012
Skills
Financial Reporting, Accounting, General Ledger, Account Reconciliation, Financial Analysis, Sarbanes-Oxley Act, GAAP, Internal Controls, Financial Statements, Variance Analysis, Financial Accounting, US GAAP, Accounts Payable, Corporate Tax, Tax, Tax Accounting, Consolidation, Tax Preparation, Tax Returns, Income Tax, Finance
Education
Hunter College 2006 — 2010
Bachelor of Science (BS), Accounting
KPMG US July 2014 - Present
Rothstein Kass November 2013 - June 2014
ConvergEx Group May 2012 - October 2013
Chartis June 2010 - May 2012
Skills
Financial Reporting, Accounting, General Ledger, Account Reconciliation, Financial Analysis, Sarbanes-Oxley Act, GAAP, Internal Controls, Financial Statements, Variance Analysis, Financial Accounting, US GAAP, Accounts Payable, Corporate Tax, Tax, Tax Accounting, Consolidation, Tax Preparation, Tax Returns, Income Tax, Finance
Education
Hunter College 2006 — 2010
Bachelor of Science (BS), Accounting
Michael Cavalieri Michael Cavalieri's ConvergEx Group Experience April 2013 - September 2013
Job Trade Analyst at Delaware Investments
Industry Financial Services
Experience
Discovery Direct October 2010 - Present
Delaware Investments April 2015 - September 2015
IBM April 2014 - September 2014
ConvergEx Group April 2013 - September 2013
The Greenwich Country Club December 2008 - April 2011
The Great Atlantic & Pacific Tea Company August 2009 - March 2010
Skills
Computer: Microsoft..., Outlook, Management, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Leadership, Accounting, Microsoft Office, Editing, QuickBooks, Accounts Receivable, Teamwork, Finance, Social Media
Education
Drexel University 2011 — 2016
Discovery Direct October 2010 - Present
Delaware Investments April 2015 - September 2015
IBM April 2014 - September 2014
ConvergEx Group April 2013 - September 2013
The Greenwich Country Club December 2008 - April 2011
The Great Atlantic & Pacific Tea Company August 2009 - March 2010
Skills
Computer: Microsoft..., Outlook, Management, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Leadership, Accounting, Microsoft Office, Editing, QuickBooks, Accounts Receivable, Teamwork, Finance, Social Media
Education
Drexel University 2011 — 2016
Lee Schneider Lee Schneider's ConvergEx Group Experience October 2006 - September 2012
Job Counsel at Debevoise & Plimpton
Industry Law Practice
Experience
Debevoise & Plimpton LLP September 2012 - Present
ConvergEx Group October 2006 - September 2012
BNY Mellon July 2005 - October 2006
BNY Mellon 2002 - 2005
Skills
Broker-Dealer, Consulting, Financial Services, Legal Advice, Securities Regulation, Financial Regulation, Regulatory Analysis
Education
American University, Washington College of Law 1988 — 1991
Doctor of Law (JD), Law
University of Michigan 1982 — 1986
Bachelor's degree, Economics
Debevoise & Plimpton LLP September 2012 - Present
ConvergEx Group October 2006 - September 2012
BNY Mellon July 2005 - October 2006
BNY Mellon 2002 - 2005
Skills
Broker-Dealer, Consulting, Financial Services, Legal Advice, Securities Regulation, Financial Regulation, Regulatory Analysis
Education
American University, Washington College of Law 1988 — 1991
Doctor of Law (JD), Law
University of Michigan 1982 — 1986
Bachelor's degree, Economics
Tucker Whitcomb Tucker Whitcomb's ConvergEx Group Experience November 2011 - January 2013
Job Product Management Senior Associate at athenahealth
Industry Information Technology and Services
Experience
athenahealth February 2014 - Present
athenahealth November 2012 - February 2014
ConvergEx Group November 2011 - January 2013
ConvergEx Group December 2010 - November 2011
Skills
Customer Service, PowerPoint, Microsoft Excel, Team Leadership, Training & Development, Direct Sales, Technical Presentations, Sales Presentations, Data Analysis, Critical Thinking, SQL, HTML, CSS
Education
Cornell University 2006 — 2010
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
athenahealth February 2014 - Present
athenahealth November 2012 - February 2014
ConvergEx Group November 2011 - January 2013
ConvergEx Group December 2010 - November 2011
Skills
Customer Service, PowerPoint, Microsoft Excel, Team Leadership, Training & Development, Direct Sales, Technical Presentations, Sales Presentations, Data Analysis, Critical Thinking, SQL, HTML, CSS
Education
Cornell University 2006 — 2010
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
John Fitzgerald John Fitzgerald's ConvergEx Group Experience August 2009 - August 2011
Job Global Head of Sales CFRA Research Financial Services & Technology Executive
Industry Financial Services
Experience
CFRA Research July 2014 - Present
Coleman Research August 2011 - Present
ConvergEx Group August 2009 - August 2011
J.P. Morgan / Bear Stearns March 2004 - September 2008
Katalyst Venture Partners April 1999 - March 2004
Standard & Poor's Consumer Markets Division November 1996 - December 1998
MMS International 1994 - 1997
Skills
Building High..., Board of Director..., Start-up Ventures, Team Building, Selling, Start-ups, Hedge Funds, Venture Capital, Board of Directors, Business Development, Strategic Planning, Leadership, Consulting, Investment Banking, Management, Executive Management, Entrepreneurship, Sales, Strategy, Capital Markets, Investments
Education
Middlebury College 1980 — 1984
Fordham Gabelli School of Business
MBA, Finance
CFRA Research July 2014 - Present
Coleman Research August 2011 - Present
ConvergEx Group August 2009 - August 2011
J.P. Morgan / Bear Stearns March 2004 - September 2008
Katalyst Venture Partners April 1999 - March 2004
Standard & Poor's Consumer Markets Division November 1996 - December 1998
MMS International 1994 - 1997
Skills
Building High..., Board of Director..., Start-up Ventures, Team Building, Selling, Start-ups, Hedge Funds, Venture Capital, Board of Directors, Business Development, Strategic Planning, Leadership, Consulting, Investment Banking, Management, Executive Management, Entrepreneurship, Sales, Strategy, Capital Markets, Investments
Education
Middlebury College 1980 — 1984
Fordham Gabelli School of Business
MBA, Finance
Alina Shastun Alina Shastun's ConvergEx Group Experience 2010 - Present
Job Vice President, Financial Planning & Analysis
Industry Financial Services
Experience
ConvergEx Group 2010 - Present
Deutsche Bank 2007 - 2009
Macy's Herald Square 2006 - 2007
NYCharities.org 2004 - 2006
Skills
Analysis, Strategic Financial..., Finance, Financial Modeling, Financial Analysis, Financial Reporting, Financial Services, Investment Banking, Forecasting, Corporate Finance, Due Diligence, Business Analysis, Business Strategy, Mergers & Acquisitions, Budgets, Budget Forecasts, Data Analysis, Valuation, Strategy, Process Improvement, Analytics, Management, Big Data, Leadership
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA
City University of New York-Baruch College - Zicklin School of Business 2001 — 2006
BBA
ConvergEx Group 2010 - Present
Deutsche Bank 2007 - 2009
Macy's Herald Square 2006 - 2007
NYCharities.org 2004 - 2006
Skills
Analysis, Strategic Financial..., Finance, Financial Modeling, Financial Analysis, Financial Reporting, Financial Services, Investment Banking, Forecasting, Corporate Finance, Due Diligence, Business Analysis, Business Strategy, Mergers & Acquisitions, Budgets, Budget Forecasts, Data Analysis, Valuation, Strategy, Process Improvement, Analytics, Management, Big Data, Leadership
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA
City University of New York-Baruch College - Zicklin School of Business 2001 — 2006
BBA
Shiwei Yu Shiwei Yu's ConvergEx Group Experience May 2011 - January 2013
Job Analyst at Aristeia Capital
Industry Financial Services
Experience
Aristeia Capital January 2013 - Present
ConvergEx Group May 2011 - January 2013
Boston University Department of Computer Science March 2011 - August 2011
FOUNDER FUTURES July 2009 - April 2010
China Government Hunan Provincial Department of Finance July 2008 - September 2008
China Development Bank January 2008 - March 2008
Skills
Quantitative Analysis, Programming, Trading, Matlab, SAS, Eviews, Bloomberg, C++, Excel, Mathematica, KDB, T-SQL, C, R, XML, SQL Server, Visual Studio, Data Analysis, C#, ASP.NET, Web Applications, Economics, Derivatives, Quantitative Analytics, Microsoft Excel, Fixed Income, SQL
Education
Boston University - School of Management 2010 — 2011
Master of Science, Mathematical Finance
Nankai University 2006 — 2010
Bachelor of Economics, Public Finance
Changsha First High
Aristeia Capital January 2013 - Present
ConvergEx Group May 2011 - January 2013
Boston University Department of Computer Science March 2011 - August 2011
FOUNDER FUTURES July 2009 - April 2010
China Government Hunan Provincial Department of Finance July 2008 - September 2008
China Development Bank January 2008 - March 2008
Skills
Quantitative Analysis, Programming, Trading, Matlab, SAS, Eviews, Bloomberg, C++, Excel, Mathematica, KDB, T-SQL, C, R, XML, SQL Server, Visual Studio, Data Analysis, C#, ASP.NET, Web Applications, Economics, Derivatives, Quantitative Analytics, Microsoft Excel, Fixed Income, SQL
Education
Boston University - School of Management 2010 — 2011
Master of Science, Mathematical Finance
Nankai University 2006 — 2010
Bachelor of Economics, Public Finance
Changsha First High
Charles Jordan Charles Jordan's ConvergEx Group Experience 2008 - 2012
Job Principal | Braxton Finance and CFO | untapt inc
Industry Financial Services
Experience
Braxton Finance 2012 - Present
untapt, inc. 2014 - Present
Geller & Company 2013 - 2013
ConvergEx Group 2008 - 2012
ConvergEx Group 2006 - 2012
ConvergEx Group 2007 - 2008
Swiss Re 2003 - 2006
IdenTrust, Inc. 2000 - 2003
Reliance National Insurance 1989 - 2000
Skills
Accounting Standards, Acquisition Integration, Budgeting, Contract and Vendor..., Data Analysis, Due Diligence, Microsoft Excel, Financial Analysis, Financial Modeling, Forecasting, Financial Reporting, Intercompany cost..., Internal Control..., Investor and board of..., KPI implementation, Large scale project..., Long Range Planning, Month End Close, Process Improvement, Business Process..., Staff Development, Stern Stewart EVA models, Team Leadership, Variance Analysis, Mergers & Acquisitions, Project Management, Strategic Financial..., Budgets, Accounting, Analysis, Finance
Education
Penn State Smeal MBA Program 1987 — 1989
Master of Business Administration (M.B.A.)
Clarkson University 1981 — 1985
Bachelor's Degree
Braxton Finance 2012 - Present
untapt, inc. 2014 - Present
Geller & Company 2013 - 2013
ConvergEx Group 2008 - 2012
ConvergEx Group 2006 - 2012
ConvergEx Group 2007 - 2008
Swiss Re 2003 - 2006
IdenTrust, Inc. 2000 - 2003
Reliance National Insurance 1989 - 2000
Skills
Accounting Standards, Acquisition Integration, Budgeting, Contract and Vendor..., Data Analysis, Due Diligence, Microsoft Excel, Financial Analysis, Financial Modeling, Forecasting, Financial Reporting, Intercompany cost..., Internal Control..., Investor and board of..., KPI implementation, Large scale project..., Long Range Planning, Month End Close, Process Improvement, Business Process..., Staff Development, Stern Stewart EVA models, Team Leadership, Variance Analysis, Mergers & Acquisitions, Project Management, Strategic Financial..., Budgets, Accounting, Analysis, Finance
Education
Penn State Smeal MBA Program 1987 — 1989
Master of Business Administration (M.B.A.)
Clarkson University 1981 — 1985
Bachelor's Degree
Jessica Durso's ConvergEx Group Experience June 2012 - Present
Job Benefits Manager at Farmingdale State College
Industry Human Resources
Experience
Farmingdale State College April 2015 - Present
ConvergEx Group June 2012 - Present
ConvergEx Group, LLC January 2008 - Present
Skills
Performance Management, Employee Benefits, Employee Relations, Benefits Administration, Talent Management, Team Building, Process Improvement, HR Policies, HRIS, Strategic Planning
Education
New York Institute of Technology 2007 — 2010
Masters Degree, Human Resources and Labor Relations
Binghamton University 2003 — 2007
Bachelors, Philosophy, Politics and Law
Farmingdale State College April 2015 - Present
ConvergEx Group June 2012 - Present
ConvergEx Group, LLC January 2008 - Present
Skills
Performance Management, Employee Benefits, Employee Relations, Benefits Administration, Talent Management, Team Building, Process Improvement, HR Policies, HRIS, Strategic Planning
Education
New York Institute of Technology 2007 — 2010
Masters Degree, Human Resources and Labor Relations
Binghamton University 2003 — 2007
Bachelors, Philosophy, Politics and Law
Charles Diana's ConvergEx Group Experience September 2012 - Present
Job Senior Vice President at ConvergEx Group
Industry Financial Services
Experience
ConvergEx Group September 2012 - Present
Bank of America Merrill Lynch April 2006 - February 2012
Merrill Lynch January 2000 - April 2006
Merrill Lynch August 1997 - January 2000
Salomon Brothers March 1995 - August 1997
Dean Witter November 1993 - February 1995
Ernst & Young July 1992 - November 1993
Education
Boston College 1988 — 1992
BS, Accounting
ConvergEx Group September 2012 - Present
Bank of America Merrill Lynch April 2006 - February 2012
Merrill Lynch January 2000 - April 2006
Merrill Lynch August 1997 - January 2000
Salomon Brothers March 1995 - August 1997
Dean Witter November 1993 - February 1995
Ernst & Young July 1992 - November 1993
Education
Boston College 1988 — 1992
BS, Accounting
Zhuoxuan Ma Zhuoxuan Ma's ConvergEx Group Experience April 2013 - September 2013
Job Finance Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
Drexel University September 2010 - June 2014
ConvergEx Group April 2013 - September 2013
EY April 2012 - May 2012
BlackRock March 2011 - September 2011
Skills
Financial Accounting, Microsoft Excel, Python, Visual C++, BlackRock Aladdin, Lawson General Ledger, Matlab, Maple, Account Reconciliation, Statistics, Microsoft Word, Microsoft Office
Education
Drexel University 2009 — 2014
Bachelor of Science, Mathematics
Drexel University - College of Business and Administration 2009 — 2014
Bachelor of Science (B.S.), Accounting and Finance
J.P. Morgan September 2014 - Present
Drexel University September 2010 - June 2014
ConvergEx Group April 2013 - September 2013
EY April 2012 - May 2012
BlackRock March 2011 - September 2011
Skills
Financial Accounting, Microsoft Excel, Python, Visual C++, BlackRock Aladdin, Lawson General Ledger, Matlab, Maple, Account Reconciliation, Statistics, Microsoft Word, Microsoft Office
Education
Drexel University 2009 — 2014
Bachelor of Science, Mathematics
Drexel University - College of Business and Administration 2009 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Bob Santry Bob Santry's ConvergEx Group Experience 2008 - 2012
Job Senior Compliance Officer
Industry Financial Services
Experience
Gary Allen Custom Homes LLC 2012 - Present
ConvergEx Group 2008 - 2012
B-Trade Securities LLC October 2004 - April 2008
HSBC Securities June 1998 - October 2004
J.P. Morgan August 1994 - May 1998
Skills
Securities Regulation, Electronic Trading..., Securities, Trading, Options, Series 7, Series 8, Series 14, Series 24, Series 55, Series 63, Financial Markets, Fixed Income, Emerging Markets, AML, FINRA, NYSE
Education
Pace University-New York
Bachelor of Arts (BA)
Gary Allen Custom Homes LLC 2012 - Present
ConvergEx Group 2008 - 2012
B-Trade Securities LLC October 2004 - April 2008
HSBC Securities June 1998 - October 2004
J.P. Morgan August 1994 - May 1998
Skills
Securities Regulation, Electronic Trading..., Securities, Trading, Options, Series 7, Series 8, Series 14, Series 24, Series 55, Series 63, Financial Markets, Fixed Income, Emerging Markets, AML, FINRA, NYSE
Education
Pace University-New York
Bachelor of Arts (BA)
Debra Tom Debra Tom's ConvergEx Group Experience November 2011 - February 2014
Job Operations Manager at Quad Capital
Industry Financial Services
Experience
Quad Capital March 2014 - February 2015
ConvergEx Group November 2011 - February 2014
Forum Partners July 2009 - September 2011
Citi April 2007 - June 2009
Morgan Stanley October 2000 - April 2007
Dresdner Kleinwort Benson June 1998 - October 2000
ING September 1996 - June 1998
Paine Webber July 1991 - September 1996
Cowen and Company July 1989 - June 1991
Dominick & Dominick LLC July 1987 - June 1989
Skills
Experienced Trade..., Equity Client Service, Corporate Actions, Account Reconciliation, Bloomberg Terminal, Charles River IMS, Omgeo Oasys, Axys, Alternative Investments, Compliance, Investment Banking, Back Office, Financial Services, Middle Office, Bloomberg, Trading, Settlement, Equities, Securities, Fixed Income, Hedge Funds, Derivatives, Capital Markets
Education
Long Island University, Brooklyn Campus 1986 — 1987
Psychology
The New School 1985 — 1986
Quad Capital March 2014 - February 2015
ConvergEx Group November 2011 - February 2014
Forum Partners July 2009 - September 2011
Citi April 2007 - June 2009
Morgan Stanley October 2000 - April 2007
Dresdner Kleinwort Benson June 1998 - October 2000
ING September 1996 - June 1998
Paine Webber July 1991 - September 1996
Cowen and Company July 1989 - June 1991
Dominick & Dominick LLC July 1987 - June 1989
Skills
Experienced Trade..., Equity Client Service, Corporate Actions, Account Reconciliation, Bloomberg Terminal, Charles River IMS, Omgeo Oasys, Axys, Alternative Investments, Compliance, Investment Banking, Back Office, Financial Services, Middle Office, Bloomberg, Trading, Settlement, Equities, Securities, Fixed Income, Hedge Funds, Derivatives, Capital Markets
Education
Long Island University, Brooklyn Campus 1986 — 1987
Psychology
The New School 1985 — 1986
Amanda Langenauer Amanda Langenauer's ConvergEx Group Experience June 2011 - January 2013
Job Associate Talent Manager at Teads.tv
Industry Human Resources
Experience
Teads.tv January 2015 - Present
Undertone July 2013 - December 2014
ConvergEx Group June 2011 - January 2013
Skills
Onboarding, HRIS, Employee Relations, Talent Management, Human Resources, Payroll, Leadership, Training, Applicant Tracking..., Technical Recruiting, Time Management, Screening Resumes, Talent Acquisition, Employee Handbooks, Deferred Compensation, Employee Benefits, Recruiting, Building Relationships, Temporary Staffing, Social Media, Advertising, Digital Marketing
Education
Roger Williams University
Bachelor of Arts (B.A.), Psychology
Teads.tv January 2015 - Present
Undertone July 2013 - December 2014
ConvergEx Group June 2011 - January 2013
Skills
Onboarding, HRIS, Employee Relations, Talent Management, Human Resources, Payroll, Leadership, Training, Applicant Tracking..., Technical Recruiting, Time Management, Screening Resumes, Talent Acquisition, Employee Handbooks, Deferred Compensation, Employee Benefits, Recruiting, Building Relationships, Temporary Staffing, Social Media, Advertising, Digital Marketing
Education
Roger Williams University
Bachelor of Arts (B.A.), Psychology
Hong (Jack) Zhang's ConvergEx Group Experience September 2006 - September 2013
Job Senior Software Engineer at Balyasny Asset Management
Industry Information Technology and Services
Experience
Balyasny Asset Management L.P. September 2013 - Present
ConvergEx Group September 2006 - September 2013
Ipreo November 2004 - September 2006
Skills
ASP.NET, C#, WCF, IBM MQ, MS SQL, Design Patterns, Windows Form, Statistics, Finance, ASP.NET MVC, ASP.NET Web API, AngularJS, JQuery, Excel Add-Ins, HTML5, Axioma Risk Model, RiskMetrics, Bloomberg, Object Oriented Design, C
Education
Cornell University 2001 — 2002
Master of Science (M.S.), Computer Science
Peking University
Bachelor of Science (BS), Atmospheric Physics and Dynamics
Balyasny Asset Management L.P. September 2013 - Present
ConvergEx Group September 2006 - September 2013
Ipreo November 2004 - September 2006
Skills
ASP.NET, C#, WCF, IBM MQ, MS SQL, Design Patterns, Windows Form, Statistics, Finance, ASP.NET MVC, ASP.NET Web API, AngularJS, JQuery, Excel Add-Ins, HTML5, Axioma Risk Model, RiskMetrics, Bloomberg, Object Oriented Design, C
Education
Cornell University 2001 — 2002
Master of Science (M.S.), Computer Science
Peking University
Bachelor of Science (BS), Atmospheric Physics and Dynamics
Christopher Martel Christopher Martel's ConvergEx Group Experience March 2013 - Present
Job Vice President at ConvergEx Group
Industry Financial Services
Experience
ConvergEx Group March 2013 - Present
Spook Rock Consultants LLC January 2009 - Present
Federal Reserve Bank of New York September 2011 - June 2012
Accrue Sports & Entertainment Ventures October 2007 - November 2008
VDM Specialists USA May 2006 - October 2007
Adirondack Trading Partners January 2000 - May 2006
CIBC World Markets September 1996 - December 1999
Dean Witter May 1992 - September 1996
Skills
MBA, Chartered Financial..., Financial Modeling, Financial Analysis, Financial Reporting, Accounting, US GAAP, IFRS, Financial Forecasting, Strategic Financial..., Valuation, Business Strategy, Business Development, KPI implementation, KPI Dashboards, KPI Reports, SOX Compliancy, Risk Management, Financial Risk, Operational Risk..., Operations Management, Microsoft Excel, Microsoft Office, GreatPlains, QuickBooks, Portfolio Management, Investment Banking, Investments, Capital Markets, Equities, Securities, Strategy, Financial Services, Trading, Options
Education
Cornell University - Johnson Graduate School of Management 1991 — 1993
MBA, Finance
Hamilton College 1982 — 1986
BA, Government and Computer Science
ConvergEx Group March 2013 - Present
Spook Rock Consultants LLC January 2009 - Present
Federal Reserve Bank of New York September 2011 - June 2012
Accrue Sports & Entertainment Ventures October 2007 - November 2008
VDM Specialists USA May 2006 - October 2007
Adirondack Trading Partners January 2000 - May 2006
CIBC World Markets September 1996 - December 1999
Dean Witter May 1992 - September 1996
Skills
MBA, Chartered Financial..., Financial Modeling, Financial Analysis, Financial Reporting, Accounting, US GAAP, IFRS, Financial Forecasting, Strategic Financial..., Valuation, Business Strategy, Business Development, KPI implementation, KPI Dashboards, KPI Reports, SOX Compliancy, Risk Management, Financial Risk, Operational Risk..., Operations Management, Microsoft Excel, Microsoft Office, GreatPlains, QuickBooks, Portfolio Management, Investment Banking, Investments, Capital Markets, Equities, Securities, Strategy, Financial Services, Trading, Options
Education
Cornell University - Johnson Graduate School of Management 1991 — 1993
MBA, Finance
Hamilton College 1982 — 1986
BA, Government and Computer Science
Philip Fusco Jr's ConvergEx Group Experience June 2014 - Present
Job FIX Connectivity Analyst at ConvergEx Group
Industry Financial Services
Experience
ConvergEx Group June 2014 - Present
ConvergEx Group February 2012 - Present
Blank & Meenan, P.A. November 2010 - February 2012
Skills
Finance, Series 7, Trading, Equity Trading, Equities, Financial Services, Electronic Trading, Financial Markets, Securities, Global Trade Management, Trading Systems, Emerging Markets, Settlement, General Securities..., Securities Market, Bloomberg, FIX Connectivity, FIX Implementations
Education
Florida State University - College of Business 2006 — 2010
Bachelor of Science, Finance
ConvergEx Group June 2014 - Present
ConvergEx Group February 2012 - Present
Blank & Meenan, P.A. November 2010 - February 2012
Skills
Finance, Series 7, Trading, Equity Trading, Equities, Financial Services, Electronic Trading, Financial Markets, Securities, Global Trade Management, Trading Systems, Emerging Markets, Settlement, General Securities..., Securities Market, Bloomberg, FIX Connectivity, FIX Implementations
Education
Florida State University - College of Business 2006 — 2010
Bachelor of Science, Finance
Caroline Koppelman Caroline Koppelman's ConvergEx Group Experience June 2013 - August 2013
Job CEO
Industry Financial Services
Experience
The Koppelman Group August 2012 - Present
Merrill Lynch May 2014 - August 2014
ConvergEx Group June 2013 - August 2013
Coalition for the Homeless, Inc. May 2012 - August 2012
Burke & Company LLC 2012 - 2012
Skills
College Education..., College Applications, Writing, Public Relations, Social Media, Market Research, Microsoft Excel, Bloomberg Terminal, Event Planning, Blogging, Editing, Social Networking, SEO, Financial Research, Final Cut Pro
Education
University of Pennsylvania 2012 — 2015
Bachelor of Arts (B.A.), Politics, Philosophy, and Economics
Connecticut College 2011 — 2012
The Koppelman Group August 2012 - Present
Merrill Lynch May 2014 - August 2014
ConvergEx Group June 2013 - August 2013
Coalition for the Homeless, Inc. May 2012 - August 2012
Burke & Company LLC 2012 - 2012
Skills
College Education..., College Applications, Writing, Public Relations, Social Media, Market Research, Microsoft Excel, Bloomberg Terminal, Event Planning, Blogging, Editing, Social Networking, SEO, Financial Research, Final Cut Pro
Education
University of Pennsylvania 2012 — 2015
Bachelor of Arts (B.A.), Politics, Philosophy, and Economics
Connecticut College 2011 — 2012
Adam Esposito Adam Esposito's ConvergEx Group Experience 2011 - July 2013
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock August 2013 - Present
ConvergEx Group 2011 - July 2013
Goldman Sachs 1998 - 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Financial Services
Education
Lafayette College 1993 — 1996
BA, English Language and Literature, General
BlackRock August 2013 - Present
ConvergEx Group 2011 - July 2013
Goldman Sachs 1998 - 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Financial Services
Education
Lafayette College 1993 — 1996
BA, English Language and Literature, General
JD DEL MAR JD DEL MAR's ConvergEx Group Experience March 2010 - July 2014
Job Vice President at BNP Paribas
Industry Financial Services
Experience
BNP Paribas Pride, Americas November 2014 - Present
BNP Paribas July 2014 - Present
ConvergEx Group March 2010 - July 2014
TechLink Systems February 2009 - March 2010
Credit Suisse March 2003 - February 2009
Creative Data Resources July 2002 - February 2003
FortuneCity.com Inc March 2001 - June 2002
PricewaterhouseCoopers LLP May 2000 - February 2001
London Life Insurance May 1997 - April 2000
Skills
Sybase, Oracle, Requirements Analysis, Visio, SQL, Project Management, Microsoft SQL Server, T-SQL, Databases, Business Analysis, PMO, WebSphere MQ, Bloomberg API, DevExpress Controls, WPF Development, WinForms, ASP.NET, C#, VBA, Visual Basic, XML, Oracle SQL, TFS, Portfolio Management, Fixed Income, Bloomberg Terminal, SDLC, Agile Methodologies, Unix, Equities, Bloomberg
Education
Information Technology Institute (ITI) 1995 — 1997
Diploma in Applied Information Technology
Dalhousie University 1990 — 1994
Bachelor of Commerce
BNP Paribas Pride, Americas November 2014 - Present
BNP Paribas July 2014 - Present
ConvergEx Group March 2010 - July 2014
TechLink Systems February 2009 - March 2010
Credit Suisse March 2003 - February 2009
Creative Data Resources July 2002 - February 2003
FortuneCity.com Inc March 2001 - June 2002
PricewaterhouseCoopers LLP May 2000 - February 2001
London Life Insurance May 1997 - April 2000
Skills
Sybase, Oracle, Requirements Analysis, Visio, SQL, Project Management, Microsoft SQL Server, T-SQL, Databases, Business Analysis, PMO, WebSphere MQ, Bloomberg API, DevExpress Controls, WPF Development, WinForms, ASP.NET, C#, VBA, Visual Basic, XML, Oracle SQL, TFS, Portfolio Management, Fixed Income, Bloomberg Terminal, SDLC, Agile Methodologies, Unix, Equities, Bloomberg
Education
Information Technology Institute (ITI) 1995 — 1997
Diploma in Applied Information Technology
Dalhousie University 1990 — 1994
Bachelor of Commerce
Brett Fodero Brett Fodero's ConvergEx Group Experience June 2006 - August 2006
Job Technology Investment Banking at BTIG
Industry Financial Services
Experience
BTIG May 2015 - Present
BMO Capital Markets November 2013 - May 2015
Lazard Capital Markets July 2012 - November 2013
Lazard Capital Markets July 2008 - July 2012
Lazard Capital Markets May 2007 - August 2007
ConvergEx Group June 2006 - August 2006
Skills
Equity Research, Financial Modeling, Equities, Market Research, Valuation, Financial Analysis, Equity Valuation, Cloud Computing, SaaS, Capital Markets, Investment Banking, Corporate Finance, Strategy, Strategic Partnerships, Investments, E-commerce, Mobile Payments
Education
Loyola University Maryland 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Economics
Newcastle University 2006 — 2006
BTIG May 2015 - Present
BMO Capital Markets November 2013 - May 2015
Lazard Capital Markets July 2012 - November 2013
Lazard Capital Markets July 2008 - July 2012
Lazard Capital Markets May 2007 - August 2007
ConvergEx Group June 2006 - August 2006
Skills
Equity Research, Financial Modeling, Equities, Market Research, Valuation, Financial Analysis, Equity Valuation, Cloud Computing, SaaS, Capital Markets, Investment Banking, Corporate Finance, Strategy, Strategic Partnerships, Investments, E-commerce, Mobile Payments
Education
Loyola University Maryland 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Economics
Newcastle University 2006 — 2006
Chip Miller Chip Miller's ConvergEx Group Experience June 2009 - Present
Job Convergex Group: Prime Brokerage Sales and Sales Trading
Industry Financial Services
Experience
Convergex Group June 2009 - Present
Stadium Capital Management 2005 - 2009
Jefferies & Company 2005 - 2005
Clover Partners, LP 2003 - 2005
Jefferies & Company 1997 - 2003
Skills
CAIA: Chartered..., CMT: Chartered Market...
Education
Southern Methodist University - Cox School of Business
MSA
Tulane University - A.B. Freeman School of Business
MBA
Tulane University
BA
Convergex Group June 2009 - Present
Stadium Capital Management 2005 - 2009
Jefferies & Company 2005 - 2005
Clover Partners, LP 2003 - 2005
Jefferies & Company 1997 - 2003
Skills
CAIA: Chartered..., CMT: Chartered Market...
Education
Southern Methodist University - Cox School of Business
MSA
Tulane University - A.B. Freeman School of Business
MBA
Tulane University
BA
Gary Cohen - CRISC, CISM, CISSP, CISA Gary Cohen - CRISC, CISM, CISSP, CISA's ConvergEx Group Experience September 2012 - October 2012
Job Principal, Information Security Management
Industry Management Consulting
Experience
MTB January 2013 - Present
Information Security Management February 2008 - Present
9.11 Memorial Organization November 2012 - December 2012
ConvergEx Group September 2012 - October 2012
MetLife April 2011 - December 2011
Barclays Capital April 2010 - January 2011
International Securities Exchange December 2009 - July 2010
Barclays Capital July 2008 - December 2008
International Securities Exchange March 2008 - July 2008
American International Group (AIG) August 2007 - January 2008
Skills
Information Security, CISSP, Risk Assessment, Risk Management, CISA, Policy, Governance, Information Security..., Network Security, Business Continuity, Vendor Management, Sarbanes-Oxley Act, Security Awareness, Disaster Recovery, IT Audit, PCI DSS, Enterprise Risk..., CISM, Risk Mitigation, SOX, Compliance Management, Compliance, Information Security..., SDLC, IT Governance, Identity Management, Security Management, CRISC
Education
Orange County Community College
AAS
Roosevelt University
Certificate
State University of New York Empire State College
MTB January 2013 - Present
Information Security Management February 2008 - Present
9.11 Memorial Organization November 2012 - December 2012
ConvergEx Group September 2012 - October 2012
MetLife April 2011 - December 2011
Barclays Capital April 2010 - January 2011
International Securities Exchange December 2009 - July 2010
Barclays Capital July 2008 - December 2008
International Securities Exchange March 2008 - July 2008
American International Group (AIG) August 2007 - January 2008
Skills
Information Security, CISSP, Risk Assessment, Risk Management, CISA, Policy, Governance, Information Security..., Network Security, Business Continuity, Vendor Management, Sarbanes-Oxley Act, Security Awareness, Disaster Recovery, IT Audit, PCI DSS, Enterprise Risk..., CISM, Risk Mitigation, SOX, Compliance Management, Compliance, Information Security..., SDLC, IT Governance, Identity Management, Security Management, CRISC
Education
Orange County Community College
AAS
Roosevelt University
Certificate
State University of New York Empire State College
Kelly McNoble Kelly McNoble's ConvergEx Group Experience June 2013 - Present
Job Corporate Events Planner at Convergex Group
Industry Marketing and Advertising
Experience
ConvergEx Group June 2013 - Present
ConvergEx Group July 2011 - May 2013
Instiutional Advancement at Providence College January 2011 - May 2011
NetApp June 2010 - August 2010
Skills
Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Management, Social Media Marketing, Microsoft Word, Customer Service, Sales, Social Networking, Facebook, Event Planning, Corporate Events, Meeting Planning
Education
Providence College 2007 — 2011
ConvergEx Group June 2013 - Present
ConvergEx Group July 2011 - May 2013
Instiutional Advancement at Providence College January 2011 - May 2011
NetApp June 2010 - August 2010
Skills
Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Management, Social Media Marketing, Microsoft Word, Customer Service, Sales, Social Networking, Facebook, Event Planning, Corporate Events, Meeting Planning
Education
Providence College 2007 — 2011
Dan Diane Xu Dan Diane Xu's ConvergEx Group Experience June 2013 - August 2013
Job Quant at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2014 - Present
Dun and Bradstreet June 2014 - February 2015
ConvergEx Group June 2013 - August 2013
Bristol-Myers Squibb June 2012 - January 2013
Skills
R, Matlab, SAS, VBA, C++, LaTeX, Python, SQL, Microsoft Excel, Data Analysis, Data Mining, Time Series Analysis, Statistical Modeling, Financial Modeling, Photoshop, Lightroom, Statistics, Bayesian inference
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2015
Research Asssistant / Teaching Assistant / Ph.D Candidate in Statistics
University of Notre Dame
Master of Science (MS), Applied Mathematics in Financial Economics; Electrical Engineering
Fudan University
Bachelor of Science (BS), Microelectronics
Credit Suisse 2014 - Present
Dun and Bradstreet June 2014 - February 2015
ConvergEx Group June 2013 - August 2013
Bristol-Myers Squibb June 2012 - January 2013
Skills
R, Matlab, SAS, VBA, C++, LaTeX, Python, SQL, Microsoft Excel, Data Analysis, Data Mining, Time Series Analysis, Statistical Modeling, Financial Modeling, Photoshop, Lightroom, Statistics, Bayesian inference
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2015
Research Asssistant / Teaching Assistant / Ph.D Candidate in Statistics
University of Notre Dame
Master of Science (MS), Applied Mathematics in Financial Economics; Electrical Engineering
Fudan University
Bachelor of Science (BS), Microelectronics
Tom McNally's ConvergEx Group Experience November 2013 - October 2014
Job Sales Development at OpenSymmetry and Entrepreneur
Industry Financial Services
Experience
OpenSymmetry January 2015 - Present
Paragon Expeditions December 2012 - Present
OpenSymmetry October 2014 - January 2015
ConvergEx Group November 2013 - October 2014
Quad Capital June 2011 - June 2012
Skills
Social Media, Customer Service, Social Entrepreneurship, Philanthropy, Marketing, Social Media Marketing, Entrepreneurship, Social Networking, Public Speaking, Fundraising, Marketing Communications, Nonprofits, Start-ups, Leadership, Tourism, Business Strategy, Spanish, Facebook, Event Management, Online Marketing, Equity Trading, Trading, Finance, Electronic Trading, Stock Trading, Proprietary Trading, Business Planning, Marketing Strategy, Email Marketing, Small Business, Strategy
Education
Bentley University 2009 — 2013
FInance, Finance and Entrepreneurship
OpenSymmetry January 2015 - Present
Paragon Expeditions December 2012 - Present
OpenSymmetry October 2014 - January 2015
ConvergEx Group November 2013 - October 2014
Quad Capital June 2011 - June 2012
Skills
Social Media, Customer Service, Social Entrepreneurship, Philanthropy, Marketing, Social Media Marketing, Entrepreneurship, Social Networking, Public Speaking, Fundraising, Marketing Communications, Nonprofits, Start-ups, Leadership, Tourism, Business Strategy, Spanish, Facebook, Event Management, Online Marketing, Equity Trading, Trading, Finance, Electronic Trading, Stock Trading, Proprietary Trading, Business Planning, Marketing Strategy, Email Marketing, Small Business, Strategy
Education
Bentley University 2009 — 2013
FInance, Finance and Entrepreneurship
Christopher Ferro Christopher Ferro's ConvergEx Group Experience June 2012 - August 2012
Job Regional Consultant at Lord Abbett & Co.
Industry Financial Services
Experience
Lord, Abbett & Co. LLC September 2015 - Present
American National Stock Transfer April 2014 - Present
Realty Capital Securities April 2013 - April 2014
ConvergEx Group June 2012 - August 2012
CargoFy.com September 2011 - January 2012
Breezy Point Surf Club June 2005 - August 2011
Skills
Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, English, Windows, Facebook, Outlook, Time Management, Editing, Program Management, Series 63, SPSS, Sales
Education
State University of New York at New Paltz 2008 — 2012
Bachelor of Science (B.S.), Communication and Media Studies
SUNY New Paltz
Bachelor of Science, Communication; Organizational Communication
Lord, Abbett & Co. LLC September 2015 - Present
American National Stock Transfer April 2014 - Present
Realty Capital Securities April 2013 - April 2014
ConvergEx Group June 2012 - August 2012
CargoFy.com September 2011 - January 2012
Breezy Point Surf Club June 2005 - August 2011
Skills
Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, English, Windows, Facebook, Outlook, Time Management, Editing, Program Management, Series 63, SPSS, Sales
Education
State University of New York at New Paltz 2008 — 2012
Bachelor of Science (B.S.), Communication and Media Studies
SUNY New Paltz
Bachelor of Science, Communication; Organizational Communication
Barbara Travers's ConvergEx Group Experience June 2012 - September 2013
Job kdb+ developer at Millennium partners
Industry Capital Markets
Experience
Millennium Management September 2014 - Present
First Derivatives November 2010 - Present
Bank of America September 2013 - August 2014
ConvergEx Group June 2012 - September 2013
Deutsche Bank January 2011 - February 2012
Skills
KDB+, q, SQL, C++, Python, Unix, Linux, Ruby on Rails, Microsoft Excel, Matlab, Maple, VRML, Quantitative Finance, Low Latency, Market Data, Trading System, Trading Systems, KDB
Education
National University of Ireland, Galway 2005 — 2010
Science, Mathematics, Computer Science
The Hong Kong University of Science and Technology 2009 — 2009
Science, Computers Mathematics
Millennium Management September 2014 - Present
First Derivatives November 2010 - Present
Bank of America September 2013 - August 2014
ConvergEx Group June 2012 - September 2013
Deutsche Bank January 2011 - February 2012
Skills
KDB+, q, SQL, C++, Python, Unix, Linux, Ruby on Rails, Microsoft Excel, Matlab, Maple, VRML, Quantitative Finance, Low Latency, Market Data, Trading System, Trading Systems, KDB
Education
National University of Ireland, Galway 2005 — 2010
Science, Mathematics, Computer Science
The Hong Kong University of Science and Technology 2009 — 2009
Science, Computers Mathematics
Xiangyu (Dante) Gan's ConvergEx Group Experience January 2013 - June 2013
Job Study at Columbia University
Industry Financial Services
Experience
Northeastern University May 2011 - May 2015
Wellington Management January 2014 - June 2014
ConvergEx Group January 2013 - June 2013
Skills
Teamwork, Microsoft Office, Bloomberg Terminal, Outlook, Accounting, Account Reconciliation, Analysis, General Ledger, Internal Controls, Bloomberg, Invoicing, Journal Entries
Education
Columbia University in the City of New York 2015 — 2016
Quantitative Studies for Finance Certification, Mathematics, Statistics and Computer Science
Northeastern University 2011 — 2015
Bachelor of Science (BS), Accounting and Finance, 3.52
Northeastern University May 2011 - May 2015
Wellington Management January 2014 - June 2014
ConvergEx Group January 2013 - June 2013
Skills
Teamwork, Microsoft Office, Bloomberg Terminal, Outlook, Accounting, Account Reconciliation, Analysis, General Ledger, Internal Controls, Bloomberg, Invoicing, Journal Entries
Education
Columbia University in the City of New York 2015 — 2016
Quantitative Studies for Finance Certification, Mathematics, Statistics and Computer Science
Northeastern University 2011 — 2015
Bachelor of Science (BS), Accounting and Finance, 3.52
Brett Gourlay's ConvergEx Group Experience June 2014 - August 2014
Job Summer Analyst at Siemens Energy, Inc.
Industry Financial Services
Experience
Siemens June 2015 - Present
Crummer Graduate School of Business at Rollins College November 2014 - Present
Crosslites Scholarship Fund October 2014 - Present
ConvergEx Group June 2014 - August 2014
Lockheed Martin February 2013 - June 2014
Skills
Program Management, Earned Value Management, Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Six Sigma, Risk Management, PowerPoint, Project Management, Microsoft Word, Teamwork, Research, Public Speaking, Time Management, Social Networking
Education
Rollins College - Crummer Graduate School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, GPA - 3.65
University of Central Florida 2009 — 2014
BSBA, Economics
Harvard University 2010 — 2010
Macroeconomics
Siemens June 2015 - Present
Crummer Graduate School of Business at Rollins College November 2014 - Present
Crosslites Scholarship Fund October 2014 - Present
ConvergEx Group June 2014 - August 2014
Lockheed Martin February 2013 - June 2014
Skills
Program Management, Earned Value Management, Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Six Sigma, Risk Management, PowerPoint, Project Management, Microsoft Word, Teamwork, Research, Public Speaking, Time Management, Social Networking
Education
Rollins College - Crummer Graduate School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, GPA - 3.65
University of Central Florida 2009 — 2014
BSBA, Economics
Harvard University 2010 — 2010
Macroeconomics
Timothy McTiernan Timothy McTiernan's ConvergEx Group Experience September 2012 - May 2014
Job BGC
Industry Financial Services
Experience
BGC Partners January 2015 - Present
Legg Mason May 2014 - January 2015
ConvergEx Group September 2012 - May 2014
Skills
Financial Analysis, Microsoft Excel, PowerPoint
Education
Fairfield University 2008 — 2012
BGC Partners January 2015 - Present
Legg Mason May 2014 - January 2015
ConvergEx Group September 2012 - May 2014
Skills
Financial Analysis, Microsoft Excel, PowerPoint
Education
Fairfield University 2008 — 2012
Ariel Hughes Ariel Hughes's ConvergEx Group Experience June 2012 - August 2012
Job Senior Analyst, Global Markets Intelligence
Industry Financial Services
Experience
Ipreo June 2013 - Present
Bucknell University August 2012 - May 2013
ConvergEx Group June 2012 - August 2012
Skills
Data Analysis, Matlab, Microsoft Office, Microsoft Excel, Management, Spanish, Client Relations, Bloomberg Terminal, FactSet, Capital IQ, Equities, Leadership, Teamwork, PowerPoint, Microsoft Word, Research, Analysis
Education
Bucknell University 2009 — 2013
Bachelor of Sciences Degree, Mechanical Engineering
Saint Stephen's Episcopal School 2006 — 2009
High School Diploma
Ipreo June 2013 - Present
Bucknell University August 2012 - May 2013
ConvergEx Group June 2012 - August 2012
Skills
Data Analysis, Matlab, Microsoft Office, Microsoft Excel, Management, Spanish, Client Relations, Bloomberg Terminal, FactSet, Capital IQ, Equities, Leadership, Teamwork, PowerPoint, Microsoft Word, Research, Analysis
Education
Bucknell University 2009 — 2013
Bachelor of Sciences Degree, Mechanical Engineering
Saint Stephen's Episcopal School 2006 — 2009
High School Diploma
Archie R Ragland's ConvergEx Group Experience September 2011 - September 2012
Job Financial Analyst at Orion Holdings
Industry Accounting
Experience
Orion Holdings October 2014 - Present
H&R Block January 2014 - April 2015
Relevent Marketing Partners January 2014 - July 2014
Osaka Gas Energy America June 2013 - December 2013
Family Services Society of Yonkers October 2012 - May 2013
ConvergEx Group September 2011 - September 2012
Tokio marine & nichido fire insurance November 2009 - June 2011
MTA Bridges and Tunnels October 2008 - October 2009
Carolyn. H. Specht, CPA January 2008 - May 2009
YMCA of a Greater January 2008 - October 2008
Skills
Accounts Payable, Accounting, QuickBooks, Financial Statements, Financial Analysis, Journal Entries, Manage G/L Accounts, Bank Reconciliation, Spreadsheets, Financial Reporting, General Ledger, Microsoft Excel, Microsoft Word, PowerPoint, Financial Accounting, Expenses, Cash, Microsoft Office, Revenue Recognition, Pivot Tables, Monthly Close, Accountants, Tax, Finance, Analysis, US GAAP, Income Tax, Account Reconciliation, Accounts Receivable, Invoicing, Budgets, Bookkeeping
Education
Monroe College 2007 — 2010
Bachelor of Business, Accounting
SUNY Delhi College of Technology 2004 — 2006
Associate of Science, Accounting
Orion Holdings October 2014 - Present
H&R Block January 2014 - April 2015
Relevent Marketing Partners January 2014 - July 2014
Osaka Gas Energy America June 2013 - December 2013
Family Services Society of Yonkers October 2012 - May 2013
ConvergEx Group September 2011 - September 2012
Tokio marine & nichido fire insurance November 2009 - June 2011
MTA Bridges and Tunnels October 2008 - October 2009
Carolyn. H. Specht, CPA January 2008 - May 2009
YMCA of a Greater January 2008 - October 2008
Skills
Accounts Payable, Accounting, QuickBooks, Financial Statements, Financial Analysis, Journal Entries, Manage G/L Accounts, Bank Reconciliation, Spreadsheets, Financial Reporting, General Ledger, Microsoft Excel, Microsoft Word, PowerPoint, Financial Accounting, Expenses, Cash, Microsoft Office, Revenue Recognition, Pivot Tables, Monthly Close, Accountants, Tax, Finance, Analysis, US GAAP, Income Tax, Account Reconciliation, Accounts Receivable, Invoicing, Budgets, Bookkeeping
Education
Monroe College 2007 — 2010
Bachelor of Business, Accounting
SUNY Delhi College of Technology 2004 — 2006
Associate of Science, Accounting
Yunqing (Vince) Hu Yunqing (Vince) Hu's ConvergEx Group Experience June 2013 - August 2013
Job Associate Advisory at KPMG US
Industry Financial Services
Experience
KPMG US January 2015 - Present
Citi August 2014 - January 2015
Norddeutsche Landesbank February 2014 - May 2014
ConvergEx Group June 2013 - August 2013
Skills
Probability Theory, R, Statistics, Java, Finance, Simulation Modeling, Portfolio Management, Financial Statement..., Financial Modeling, Equity Research, Monte Carlo Simulation, Time Series Analysis, Equities, Bloomberg Terminal, SAS, Financial Risk
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2014
Master's degree, Financial Statistics and Risk Management, 4.0
Nanyang Technological University 2010 — 2011
PhD candidate, Dept of Mathematics
Soochow University (CN) 2006 — 2010
B.S, Statistics
KPMG US January 2015 - Present
Citi August 2014 - January 2015
Norddeutsche Landesbank February 2014 - May 2014
ConvergEx Group June 2013 - August 2013
Skills
Probability Theory, R, Statistics, Java, Finance, Simulation Modeling, Portfolio Management, Financial Statement..., Financial Modeling, Equity Research, Monte Carlo Simulation, Time Series Analysis, Equities, Bloomberg Terminal, SAS, Financial Risk
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2014
Master's degree, Financial Statistics and Risk Management, 4.0
Nanyang Technological University 2010 — 2011
PhD candidate, Dept of Mathematics
Soochow University (CN) 2006 — 2010
B.S, Statistics
Elena Patch's ConvergEx Group Experience March 2011 - July 2011
Job Territory Business Manager at Zoetis
Industry Pharmaceuticals
Experience
Zoetis August 2011 - Present
Pfizer August 2011 - February 2013
ConvergEx Group March 2011 - July 2011
Wells Fargo Advisors, LLC May 2008 - August 2010
Skills
Pharmaceutical Industry, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Pharmaceutical Sales, Sales
Education
Binghamton University - School of Management 2007 — 2010
Bachelor of Science, Management, Global Management, Marketing, Management Information Systems
Zoetis August 2011 - Present
Pfizer August 2011 - February 2013
ConvergEx Group March 2011 - July 2011
Wells Fargo Advisors, LLC May 2008 - August 2010
Skills
Pharmaceutical Industry, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Pharmaceutical Sales, Sales
Education
Binghamton University - School of Management 2007 — 2010
Bachelor of Science, Management, Global Management, Marketing, Management Information Systems
Alexandra Hauck's ConvergEx Group Experience June 2012 - February 2014
Job VP, Product Manager | Electronic Trading Services
Industry Financial Services
Experience
Pershing, a BNY Mellon company March 2014 - Present
ConvergEx Group June 2012 - February 2014
Bedford Sewer Services Inc. July 2011 - May 2012
Tullett Prebon 2008 - 2011
The Water Club Restaurant May 2004 - August 2007
AIG June 2006 - August 2006
Skills
Electronic Trading, Equities, Series 7, Finance, Financial Services
Education
Bentley University 2004 — 2008
Bachelor of Science, Finance
Pershing, a BNY Mellon company March 2014 - Present
ConvergEx Group June 2012 - February 2014
Bedford Sewer Services Inc. July 2011 - May 2012
Tullett Prebon 2008 - 2011
The Water Club Restaurant May 2004 - August 2007
AIG June 2006 - August 2006
Skills
Electronic Trading, Equities, Series 7, Finance, Financial Services
Education
Bentley University 2004 — 2008
Bachelor of Science, Finance
Henry Lindemann Henry Lindemann's ConvergEx Group Experience January 2012 - June 2013
Job Director of North America Sales at KELA Israeli Intelligence
Industry Investment Management
Experience
KELA Israeli Intelligence September 2015 - Present
Eze Software Group January 2015 - September 2015
Eze Software Group July 2013 - December 2014
ConvergEx Group January 2012 - June 2013
Merrill Lynch August 2009 - January 2012
CCG Securities August 2007 - November 2007
Christie Communications July 2007 - September 2007
Odgers Ray & Berndston June 2005 - August 2005
Skills
Series 7, Investment Management, Equities, Investments, Series 63, Strategic Financial..., Finance, Retirement, Asset Management, Alternative Investments, Securities, Hedge Funds, Mutual Funds, Asset Allocation, Investment Strategies, Trading, Options
Education
University of California, Santa Barbara 2004 — 2008
B.A., Global and International Studies
Winchester College 1999 — 2004
A Levels, Maths, French, Spanish
KELA Israeli Intelligence September 2015 - Present
Eze Software Group January 2015 - September 2015
Eze Software Group July 2013 - December 2014
ConvergEx Group January 2012 - June 2013
Merrill Lynch August 2009 - January 2012
CCG Securities August 2007 - November 2007
Christie Communications July 2007 - September 2007
Odgers Ray & Berndston June 2005 - August 2005
Skills
Series 7, Investment Management, Equities, Investments, Series 63, Strategic Financial..., Finance, Retirement, Asset Management, Alternative Investments, Securities, Hedge Funds, Mutual Funds, Asset Allocation, Investment Strategies, Trading, Options
Education
University of California, Santa Barbara 2004 — 2008
B.A., Global and International Studies
Winchester College 1999 — 2004
A Levels, Maths, French, Spanish
Pamela ( Dan) Cheng Pamela ( Dan) Cheng's ConvergEx Group Experience October 2012 - Present
Job Product Manager at Portware
Industry Financial Services
Experience
Portware April 2015 - Present
ConvergEx Group October 2012 - Present
ConvergEx Group January 2011 - October 2012
Eze Castle Software July 2007 - January 2011
Beijing Techlogix Software Company April 2004 - March 2005
China Tours June 2001 - February 2004
Skills
Trading Systems, Electronic Trading, Market Data, Equities, Trading, Bloomberg, Hedge Funds, Order Management, Asset Managment, Series 7, SDLC, Low Latency, Back Office, Financial Markets, Equity Trading, Derivatives, Fixed Income, Options, Fidessa, Trading System, FX Options, Capital Markets, Middle Office, Equity Derivatives, Financial Modeling, Asset Management, Exchange Connectivity, Analysis
Education
Umass Amherst 2005 — 2007
Graduate, Management, Isenberg School of Management
Beijing International Studies University 1997 — 2001
BS in Business Adminitration, Management and English
Portware April 2015 - Present
ConvergEx Group October 2012 - Present
ConvergEx Group January 2011 - October 2012
Eze Castle Software July 2007 - January 2011
Beijing Techlogix Software Company April 2004 - March 2005
China Tours June 2001 - February 2004
Skills
Trading Systems, Electronic Trading, Market Data, Equities, Trading, Bloomberg, Hedge Funds, Order Management, Asset Managment, Series 7, SDLC, Low Latency, Back Office, Financial Markets, Equity Trading, Derivatives, Fixed Income, Options, Fidessa, Trading System, FX Options, Capital Markets, Middle Office, Equity Derivatives, Financial Modeling, Asset Management, Exchange Connectivity, Analysis
Education
Umass Amherst 2005 — 2007
Graduate, Management, Isenberg School of Management
Beijing International Studies University 1997 — 2001
BS in Business Adminitration, Management and English
Eric Geier Eric Geier's ConvergEx Group Experience April 2007 - Present
Job Institutional Sales & Business Development * Relationship Establishment & Management
Industry Financial Services
Experience
Convergex Group April 2007 - Present
Gotham Business Brokers April 2003 - December 2006
Banca IMI Securities Corporation April 2002 - February 2003
Instinet Corporation - International & US Sales * Sales/Trader June 1993 - March 2001
Skills
Sales & Marketing, Electronic Trading, New Business Development, Client Relations Skills, Bloomberg, Microsoft Excel, Ipreo / BigDough
Education
Hofstra University
Convergex Group April 2007 - Present
Gotham Business Brokers April 2003 - December 2006
Banca IMI Securities Corporation April 2002 - February 2003
Instinet Corporation - International & US Sales * Sales/Trader June 1993 - March 2001
Skills
Sales & Marketing, Electronic Trading, New Business Development, Client Relations Skills, Bloomberg, Microsoft Excel, Ipreo / BigDough
Education
Hofstra University
Brian R. Carr Brian R. Carr's ConvergEx Group Experience 2009 - 2014
Job Managing Director at Tullett Prebon
Industry Capital Markets
Experience
ConvergEx Group 2009 - 2014
NYFIX 2000 - 2009
Bridge Information Systems 1997 - 2000
ADP 1991 - 1997
Skills
Electronic Trading, Equities, Fixed Income, Options, Sales, Trading Systems, Trading, Financial Markets, Management, Capital Markets, Market Data, Equity Trading, Hedge Funds, Series 7, Derivatives, Securities, Financial Services, Risk Management, Equity Derivatives, Executive Management, Leadership, Start-ups
Education
Muhlenberg College
Bachelor of Arts (BA), Business/Economics
ConvergEx Group 2009 - 2014
NYFIX 2000 - 2009
Bridge Information Systems 1997 - 2000
ADP 1991 - 1997
Skills
Electronic Trading, Equities, Fixed Income, Options, Sales, Trading Systems, Trading, Financial Markets, Management, Capital Markets, Market Data, Equity Trading, Hedge Funds, Series 7, Derivatives, Securities, Financial Services, Risk Management, Equity Derivatives, Executive Management, Leadership, Start-ups
Education
Muhlenberg College
Bachelor of Arts (BA), Business/Economics
Verai Sewgobind Verai Sewgobind's ConvergEx Group Experience December 2013 - April 2014
Job Global Corporate Client Group
Industry Financial Services
Experience
NASDAQ September 2014 - Present
Barclays April 2014 - September 2014
ConvergEx Group December 2013 - April 2014
NASDAQ OMX October 2013 - December 2013
CLSA February 2008 - February 2013
Bank of America February 2006 - February 2008
Merrill Lynch February 2000 - February 2006
Lehman Brothers October 1998 - February 2000
Skills
Equities, Equity Research, Bloomberg, Derivatives, Asset Management, Emerging Markets, Commodity, Trading, Corporate Finance, Hedge Funds, Private Equity, Valuation, Securities, Financial Markets, Financial Modeling, Alternative Investments, Financial Analysis, Series 63, Banking, Capital Markets, Fixed Income, Series 7, Investments, Electronic Trading, Trading Systems, Portfolio Management, Options, Investment Banking, FX Options, Equity Trading, Investor Relations, Investment Strategies, Equity Derivatives, Financial Services, Economics, Equity Valuation, Mutual Funds
Education
City University of New York-Hunter College
Dual BA, Psychology/Sociology
NASDAQ September 2014 - Present
Barclays April 2014 - September 2014
ConvergEx Group December 2013 - April 2014
NASDAQ OMX October 2013 - December 2013
CLSA February 2008 - February 2013
Bank of America February 2006 - February 2008
Merrill Lynch February 2000 - February 2006
Lehman Brothers October 1998 - February 2000
Skills
Equities, Equity Research, Bloomberg, Derivatives, Asset Management, Emerging Markets, Commodity, Trading, Corporate Finance, Hedge Funds, Private Equity, Valuation, Securities, Financial Markets, Financial Modeling, Alternative Investments, Financial Analysis, Series 63, Banking, Capital Markets, Fixed Income, Series 7, Investments, Electronic Trading, Trading Systems, Portfolio Management, Options, Investment Banking, FX Options, Equity Trading, Investor Relations, Investment Strategies, Equity Derivatives, Financial Services, Economics, Equity Valuation, Mutual Funds
Education
City University of New York-Hunter College
Dual BA, Psychology/Sociology
Carolyn Schrade Carolyn Schrade's ConvergEx Group Experience May 2012 - August 2012
Job Sr. Assistant Director of Finance at Marriott International
Industry Accounting
Experience
Marriott International Boston Marriott Long Wharf April 2015 - Present
Marriott International September 2013 - Present
ConvergEx Group May 2012 - August 2012
Morgan Stanley Smith Barney January 2012 - May 2012
Skills
Financial Analysis
Education
Bentley University 2009 — 2013
RMIT University
Study Abroad
Marriott International Boston Marriott Long Wharf April 2015 - Present
Marriott International September 2013 - Present
ConvergEx Group May 2012 - August 2012
Morgan Stanley Smith Barney January 2012 - May 2012
Skills
Financial Analysis
Education
Bentley University 2009 — 2013
RMIT University
Study Abroad
Daniel Horowitz Daniel Horowitz's ConvergEx Group Experience December 2012 - May 2015
Job Financial Analyst at Convergex
Industry Financial Services
Experience
Convergex May 2015 - Present
ConvergEx Group December 2012 - May 2015
Estee Lauder Group of Companies October 2012 - December 2012
Rochester Tax Service January 2012 - April 2012
Cobblestone Country Federal Credit Union May 2011 - August 2011
Common Ground May 2010 - August 2010
Stop and Shop January 2005 - January 2008
Skills
Accounting, Income Tax, Finance, Financial Analysis, Financial Statements, Financial Reporting
Education
State University of New York College at Brockport 2009 — 2012
Bachelor of Science (BS), Accounting
University at Albany, SUNY
Bachelor's degree, Accounting
Convergex May 2015 - Present
ConvergEx Group December 2012 - May 2015
Estee Lauder Group of Companies October 2012 - December 2012
Rochester Tax Service January 2012 - April 2012
Cobblestone Country Federal Credit Union May 2011 - August 2011
Common Ground May 2010 - August 2010
Stop and Shop January 2005 - January 2008
Skills
Accounting, Income Tax, Finance, Financial Analysis, Financial Statements, Financial Reporting
Education
State University of New York College at Brockport 2009 — 2012
Bachelor of Science (BS), Accounting
University at Albany, SUNY
Bachelor's degree, Accounting
Christian Shannon's ConvergEx Group Experience January 2013 - June 2013
Job Financial & Managerial Accountant
Industry Financial Services
Experience
King Street Capital Management February 2014 - Present
Northeastern University College of Professional Studies July 2013 - December 2013
ConvergEx Group January 2013 - June 2013
Northeastern University January 2010 - December 2012
Merrill Lynch January 2012 - June 2012
Eze Castle Software July 2010 - December 2010
Hannaford Bros. Co. September 2005 - January 2010
Education
Northeastern University 2008 — 2013
Bachelor of Science, International Business
The Hong Kong University of Science and Technology
Gilford High School 2004 — 2008
King Street Capital Management February 2014 - Present
Northeastern University College of Professional Studies July 2013 - December 2013
ConvergEx Group January 2013 - June 2013
Northeastern University January 2010 - December 2012
Merrill Lynch January 2012 - June 2012
Eze Castle Software July 2010 - December 2010
Hannaford Bros. Co. September 2005 - January 2010
Education
Northeastern University 2008 — 2013
Bachelor of Science, International Business
The Hong Kong University of Science and Technology
Gilford High School 2004 — 2008
Beth Reed Pricoli's ConvergEx Group Experience June 2009 - June 2014
Job Equity Research at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch July 2014 - July 2015
ConvergEx Group June 2009 - June 2014
Pequot Capital 2007 - 2009
Fox News Channel 2006 - 2007
CIBC World Markets 2006 - 2006
Skills
Equities, Capital Markets, Bloomberg, Series 7, Fixed Income, Trading Systems, Electronic Trading, Hedge Funds, Series 63, Asset Management, Financial Modeling, Trading, Portfolio Management, Securities, Derivatives, Business Analysis, Financial Services, Financial Analysis, Equity Research, Options, Financial Markets, Emerging Markets, Equity Trading, Investment Banking
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Georgetown University 2002 — 2005
Bachelor of Science (BS), Finance
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch July 2014 - July 2015
ConvergEx Group June 2009 - June 2014
Pequot Capital 2007 - 2009
Fox News Channel 2006 - 2007
CIBC World Markets 2006 - 2006
Skills
Equities, Capital Markets, Bloomberg, Series 7, Fixed Income, Trading Systems, Electronic Trading, Hedge Funds, Series 63, Asset Management, Financial Modeling, Trading, Portfolio Management, Securities, Derivatives, Business Analysis, Financial Services, Financial Analysis, Equity Research, Options, Financial Markets, Emerging Markets, Equity Trading, Investment Banking
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Georgetown University 2002 — 2005
Bachelor of Science (BS), Finance
Silvestre Valencia Silvestre Valencia's ConvergEx Group Experience August 2014 - Present
Job Finance Operations at ConvergEx Group
Industry Research
Experience
ConvergEx Group August 2014 - Present
Jardon and Howard Technologies (JHT) December 2013 - August 2014
Nutech National September 2013 - December 2013
NuTech National January 2013 - September 2013
OfficeMax October 2012 - December 2012
The Olympic Restaurant November 2010 - August 2012
Sebring Insurance Agency, Inc January 2010 - September 2010
Skills
Microsoft Office, MS Excel Pivot Tables, Data Entry, Accurate Data Entry, Minitab, Time Value of Money, Contract-to-hire, Negotiation, Social Media Marketing, Contract Recruitment, Project Management, Goal Setting, Financial Markets, DDM, Communication, Linear Programming, Six Sigma, Real Estate, Accounting Applications, Regression Analysis
Education
University of Central Florida 2012 — 2014
Bachelor of Science (B.S.), Finance, General, 3.0/3.5
South Florida Community College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
ConvergEx Group August 2014 - Present
Jardon and Howard Technologies (JHT) December 2013 - August 2014
Nutech National September 2013 - December 2013
NuTech National January 2013 - September 2013
OfficeMax October 2012 - December 2012
The Olympic Restaurant November 2010 - August 2012
Sebring Insurance Agency, Inc January 2010 - September 2010
Skills
Microsoft Office, MS Excel Pivot Tables, Data Entry, Accurate Data Entry, Minitab, Time Value of Money, Contract-to-hire, Negotiation, Social Media Marketing, Contract Recruitment, Project Management, Goal Setting, Financial Markets, DDM, Communication, Linear Programming, Six Sigma, Real Estate, Accounting Applications, Regression Analysis
Education
University of Central Florida 2012 — 2014
Bachelor of Science (B.S.), Finance, General, 3.0/3.5
South Florida Community College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Robin Hodgkins Robin Hodgkins's ConvergEx Group Experience November 2009 - June 2012
Job President at Castine Consulting LLC
Industry Computer Software
Experience
Castine Consulting LLC October 1982 - Present
Atlantic Health September 1999 - Present
ConvergEx Group November 2009 - June 2012
Cogent Consulting LLC December 1996 - November 2009
Cogent Information Systems (NJ) October 1982 - December 1996
Axxess Information Systems 1978 - 1982
Skills
Compensation Structures, Sales Commission, Management Consulting, Mobile Applications, Business Acquisition, Sales Management, Asset management, Compliance, Commission Management, Philanthropy, Equities, Project Management, Distribution, Mergers & Acquisitions, Driving Growth, Manufacturing, Operational Risk, Private Banking, Product management, Strategy, Healthcare Management, Financial Services, Non-profit Board...
Education
Emory University
Computer Science / Cryptography
SUNY
Bachelor of Science (BS), Healthcare Management
Union County College
Paramedicine
Castine Consulting LLC October 1982 - Present
Atlantic Health September 1999 - Present
ConvergEx Group November 2009 - June 2012
Cogent Consulting LLC December 1996 - November 2009
Cogent Information Systems (NJ) October 1982 - December 1996
Axxess Information Systems 1978 - 1982
Skills
Compensation Structures, Sales Commission, Management Consulting, Mobile Applications, Business Acquisition, Sales Management, Asset management, Compliance, Commission Management, Philanthropy, Equities, Project Management, Distribution, Mergers & Acquisitions, Driving Growth, Manufacturing, Operational Risk, Private Banking, Product management, Strategy, Healthcare Management, Financial Services, Non-profit Board...
Education
Emory University
Computer Science / Cryptography
SUNY
Bachelor of Science (BS), Healthcare Management
Union County College
Paramedicine
Eduardo Canepa Eduardo Canepa's ConvergEx Group Experience April 2008 - November 2008
Job college graduate seeking work
Industry Research
Experience
Skin Spa New York October 2012 - October 2013
University Physician January 2007 - May 2012
ConvergEx Group April 2008 - November 2008
Skills
Risk Management, Analysis, Valuation, Microsoft Excel, Finance, Banking, PowerPoint, Microsoft Word, Insurance, Accounting, Data Analysis, Auditing, Portfolio Management, Microsoft Office, Process Improvement, Investments, Research, Customer Service, Management
Education
Kean University 2012 — 2014
Bachelor of Arts (B.A.), Economics
Pace University 2003 — 2006
Bachelor of Science, Economics
Seton Hall Prep
Skin Spa New York October 2012 - October 2013
University Physician January 2007 - May 2012
ConvergEx Group April 2008 - November 2008
Skills
Risk Management, Analysis, Valuation, Microsoft Excel, Finance, Banking, PowerPoint, Microsoft Word, Insurance, Accounting, Data Analysis, Auditing, Portfolio Management, Microsoft Office, Process Improvement, Investments, Research, Customer Service, Management
Education
Kean University 2012 — 2014
Bachelor of Arts (B.A.), Economics
Pace University 2003 — 2006
Bachelor of Science, Economics
Seton Hall Prep
Priti Singhal Priti Singhal's ConvergEx Group Experience March 2011 - June 2014
Job Manager, Financial Planning & Analysis Group at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation June 2014 - Present
ConvergEx Group March 2011 - June 2014
Cantor Fitzgerald May 2010 - February 2011
PricewaterhouseCoopers CI LLP January 2009 - April 2010
Skills
Essbase, Financial Reporting, Accounting, SEC filings, Cash Management, GAAP, Auditing, Internal Controls, Financial Accounting, Microsoft Excel, Financial Analysis, Process Improvement, Internal Audit, General Ledger, Account Reconciliation, Financial Statements, Financial Modeling, Finance
Education
Montclair State University 2007 — 2008
Bachelors, Accounting
Moody's Corporation June 2014 - Present
ConvergEx Group March 2011 - June 2014
Cantor Fitzgerald May 2010 - February 2011
PricewaterhouseCoopers CI LLP January 2009 - April 2010
Skills
Essbase, Financial Reporting, Accounting, SEC filings, Cash Management, GAAP, Auditing, Internal Controls, Financial Accounting, Microsoft Excel, Financial Analysis, Process Improvement, Internal Audit, General Ledger, Account Reconciliation, Financial Statements, Financial Modeling, Finance
Education
Montclair State University 2007 — 2008
Bachelors, Accounting
Derek DeBenedetto Derek DeBenedetto's ConvergEx Group Experience June 2013 - August 2013
Job Investment Banking Analyst at Cowen and Company
Industry Financial Services
Experience
Cowen and Company July 2015 - Present
Cowen and Company June 2014 - August 2014
ConvergEx Group June 2013 - August 2013
ABB June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Finance
Education
Penn State University 2010 — 2015
Bachelor of Science, Finance and Accounting, Master of Accounting (MAcc), Smeal College of Business
Holy Ghost Preparatory School 2006 — 2010
Cowen and Company July 2015 - Present
Cowen and Company June 2014 - August 2014
ConvergEx Group June 2013 - August 2013
ABB June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Finance
Education
Penn State University 2010 — 2015
Bachelor of Science, Finance and Accounting, Master of Accounting (MAcc), Smeal College of Business
Holy Ghost Preparatory School 2006 — 2010
Jordan Sporn Jordan Sporn's ConvergEx Group Experience June 2012 - August 2012
Job Group Finance Analyst at BBC Worldwide
Industry Entertainment
Experience
BBC Worldwide September 2015 - Present
360i July 2015 - September 2015
360i July 2014 - July 2015
Fresh Prints September 2011 - May 2014
NBCUniversal, Inc. June 2013 - August 2013
ConvergEx Group June 2012 - August 2012
Skills
Sales, PowerPoint, Management, Financial Analysis, Strategic Financial..., Corporate Finance, Financial Reporting, Mergers & Acquisitions, Public Speaking, Social Media Marketing
Education
Cornell University 2010 — 2014
Bachelor's Degree, Applied Economics and Management, Finance Specialization
New Rochelle High School 2006 — 2010
BBC Worldwide September 2015 - Present
360i July 2015 - September 2015
360i July 2014 - July 2015
Fresh Prints September 2011 - May 2014
NBCUniversal, Inc. June 2013 - August 2013
ConvergEx Group June 2012 - August 2012
Skills
Sales, PowerPoint, Management, Financial Analysis, Strategic Financial..., Corporate Finance, Financial Reporting, Mergers & Acquisitions, Public Speaking, Social Media Marketing
Education
Cornell University 2010 — 2014
Bachelor's Degree, Applied Economics and Management, Finance Specialization
New Rochelle High School 2006 — 2010
Josh Sigler Josh Sigler's ConvergEx Group Experience May 2010 - August 2010
Job Analyst at 1010data
Industry Computer Software
Experience
1010data September 2013 - Present
Eze Castle Software July 2012 - August 2013
BNY Mellon May 2011 - August 2011
ConvergEx Group May 2010 - August 2010
Skills
Financial Analysis, Hedge Funds, Corporate Finance, Finance, Analysis, Trading, Data Analysis, Business Analysis, Financial Reporting, Trading Systems, Analytics, Process Improvement, Microsoft Excel, Quality Assurance, Business Process..., Project Management
Education
Carnegie Mellon University 2008 — 2012
Bachelor's degree, Finance
1010data September 2013 - Present
Eze Castle Software July 2012 - August 2013
BNY Mellon May 2011 - August 2011
ConvergEx Group May 2010 - August 2010
Skills
Financial Analysis, Hedge Funds, Corporate Finance, Finance, Analysis, Trading, Data Analysis, Business Analysis, Financial Reporting, Trading Systems, Analytics, Process Improvement, Microsoft Excel, Quality Assurance, Business Process..., Project Management
Education
Carnegie Mellon University 2008 — 2012
Bachelor's degree, Finance
Joshua Messina Joshua Messina's ConvergEx Group Experience July 2013 - May 2015
Job Brevan Howard U.S. Investment Management LP
Industry Investment Management
Experience
Brevan Howard June 2015 - Present
ConvergEx Group July 2013 - May 2015
HedgeOp Compliance, LLC January 2012 - July 2013
JP Morgan August 2011 - November 2011
Quinnipiac University, Investment Club October 2007 - May 2011
Hilton Capital Management, LLC June 2009 - January 2011
Quinnipiac University August 2010 - December 2010
Skills
Capital IQ, Bloomberg Terminal, Excel, Advent Geneva, SEC compliance, Hedge Funds, Fund Of Funds, Private Equity, Hedge Fund Compliance, Hedge Fund..., Golf, Investments, Asset Management, Bank Loans
Education
Quinnipiac University 2007 — 2011
Bachelor of Science, Financial Management
Huntington High School 2003 — 2007
Brevan Howard June 2015 - Present
ConvergEx Group July 2013 - May 2015
HedgeOp Compliance, LLC January 2012 - July 2013
JP Morgan August 2011 - November 2011
Quinnipiac University, Investment Club October 2007 - May 2011
Hilton Capital Management, LLC June 2009 - January 2011
Quinnipiac University August 2010 - December 2010
Skills
Capital IQ, Bloomberg Terminal, Excel, Advent Geneva, SEC compliance, Hedge Funds, Fund Of Funds, Private Equity, Hedge Fund Compliance, Hedge Fund..., Golf, Investments, Asset Management, Bank Loans
Education
Quinnipiac University 2007 — 2011
Bachelor of Science, Financial Management
Huntington High School 2003 — 2007
Robert Tananbaum's ConvergEx Group Experience June 2011 - September 2011
Job Student at Benjamin Cardozo School of Law, Notes Editor at Cardozo Law Review
Industry Law Practice
Experience
Cardozo Law Review June 2012 - Present
Cardozo Law Review June 2012 - Present
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2012 - July 2012
ConvergEx Group June 2011 - September 2011
Société Générale Corporate and Investment Banking October 2008 - August 2010
Cornell Dining August 2004 - May 2008
U.S. Department of Justice September 2007 - December 2007
Hudson Valley Bank June 2006 - August 2007
Skills
Research
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
J.D., Law
Cornell University 2004 — 2008
BA, Government
Cardozo Law Review June 2012 - Present
Cardozo Law Review June 2012 - Present
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2012 - July 2012
ConvergEx Group June 2011 - September 2011
Société Générale Corporate and Investment Banking October 2008 - August 2010
Cornell Dining August 2004 - May 2008
U.S. Department of Justice September 2007 - December 2007
Hudson Valley Bank June 2006 - August 2007
Skills
Research
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
J.D., Law
Cornell University 2004 — 2008
BA, Government
Alex Vlastakis Alex Vlastakis's ConvergEx Group Experience 2006 - 2014
Job Director at SpeedRoute
Industry Financial Services
Experience
SpeedRoute 2014 - Present
ConvergEx Group 2006 - 2014
BNY Brokerage 2004 - 2006
Sonic Technologies 2001 - 2004
UBS 2000 - 2001
Skills
Electronic Trading, Equity Trading, Trading Systems, Options, Equities, Series 7, Series 24, FX trading, Market Data, Trading, Hedge Funds, Bloomberg, Series 63, Securities, Alternative Investments, Asset Management, Middle Office, Equity Derivatives, Derivatives, Financial Markets, Fixed Income, Capital Markets, Prime Brokerage, Trading Strategies, FX Options, FINRA, Equity Research, Portfolio Management, Market Structure, Asset Managment, Financial Sales, Relationship Management, Institutional Sales
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
BS, Finance
SpeedRoute 2014 - Present
ConvergEx Group 2006 - 2014
BNY Brokerage 2004 - 2006
Sonic Technologies 2001 - 2004
UBS 2000 - 2001
Skills
Electronic Trading, Equity Trading, Trading Systems, Options, Equities, Series 7, Series 24, FX trading, Market Data, Trading, Hedge Funds, Bloomberg, Series 63, Securities, Alternative Investments, Asset Management, Middle Office, Equity Derivatives, Derivatives, Financial Markets, Fixed Income, Capital Markets, Prime Brokerage, Trading Strategies, FX Options, FINRA, Equity Research, Portfolio Management, Market Structure, Asset Managment, Financial Sales, Relationship Management, Institutional Sales
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
BS, Finance
Stephanie Tarallo Stephanie Tarallo's ConvergEx Group Experience August 2010 - April 2013
Job Associate Director, Corporate Accounting at Eze Software Group
Industry Accounting
Experience
Eze Software Group July 2014 - Present
Eze Software Group April 2013 - July 2014
ConvergEx Group August 2010 - April 2013
McGladrey (formerly Caturano & Company) September 2007 - July 2010
Skills
Accounting, Auditing, Financial Analysis, GAAP
Education
University of Richmond - Robins School of Business 2003 — 2007
Bachelor of Science - Business Administration, Accounting, Rhetoric and Communication Studies
Northeastern University 2008 — 2009
Masters in Accounting
Ulster University 2006 — 2006
Communications
Eze Software Group July 2014 - Present
Eze Software Group April 2013 - July 2014
ConvergEx Group August 2010 - April 2013
McGladrey (formerly Caturano & Company) September 2007 - July 2010
Skills
Accounting, Auditing, Financial Analysis, GAAP
Education
University of Richmond - Robins School of Business 2003 — 2007
Bachelor of Science - Business Administration, Accounting, Rhetoric and Communication Studies
Northeastern University 2008 — 2009
Masters in Accounting
Ulster University 2006 — 2006
Communications
Anjali Sahu's ConvergEx Group Experience June 2012 - August 2012
Job Software Engineer at Microsoft
Industry Information Technology and Services
Experience
Microsoft May 2015 - Present
Microsoft July 2014 - May 2015
Northeastern University January 2012 - May 2014
Microsoft June 2013 - August 2013
GMO January 2013 - June 2013
ConvergEx Group June 2012 - August 2012
Sears Holdings India August 2010 - December 2011
Sears Holdings India August 2010 - December 2011
Tata Consultancy Services October 2009 - August 2010
Corpus Collosum Learning Pvt.Ltd July 2009 - October 2009
Skills
C#, Hadoop, Azure Search, Azure Storage, Rest WebApi, ASP.NET, Microsoft SQL Server, SQL Azure, Python, Information Retrieval, jQuery, JavaScript, ASP.NET MVC, Databases, CSS, HTML 5, ASP.NET AJAX, Java, Android Development, VBScript, ASP, XML, SQL Server Management..., SSRS, SSIS, Agile Methodologies, Unix Shell Scripting, JSON, Windows Azure, Adobe Creative Suite, Scheme, C++, C
Education
Northeastern University 2012 — 2014
Master's Degree, Computer Science, 3.6/4.0
K. J. Somaiya College of Engineering 2005 — 2009
Bachelors, Computer Engineering, Distinction with First Class
S.E.S High School, Jr. College 2003 — 2005
HSC, Science
Microsoft May 2015 - Present
Microsoft July 2014 - May 2015
Northeastern University January 2012 - May 2014
Microsoft June 2013 - August 2013
GMO January 2013 - June 2013
ConvergEx Group June 2012 - August 2012
Sears Holdings India August 2010 - December 2011
Sears Holdings India August 2010 - December 2011
Tata Consultancy Services October 2009 - August 2010
Corpus Collosum Learning Pvt.Ltd July 2009 - October 2009
Skills
C#, Hadoop, Azure Search, Azure Storage, Rest WebApi, ASP.NET, Microsoft SQL Server, SQL Azure, Python, Information Retrieval, jQuery, JavaScript, ASP.NET MVC, Databases, CSS, HTML 5, ASP.NET AJAX, Java, Android Development, VBScript, ASP, XML, SQL Server Management..., SSRS, SSIS, Agile Methodologies, Unix Shell Scripting, JSON, Windows Azure, Adobe Creative Suite, Scheme, C++, C
Education
Northeastern University 2012 — 2014
Master's Degree, Computer Science, 3.6/4.0
K. J. Somaiya College of Engineering 2005 — 2009
Bachelors, Computer Engineering, Distinction with First Class
S.E.S High School, Jr. College 2003 — 2005
HSC, Science
Robert Pilotte's ConvergEx Group Experience November 1998 - Present
Job Financial Services Consultant and Contractor
Industry Financial Services
Experience
ConvergEx Group November 1998 - Present
Advanced Financial Applications March 2007 - June 2009
JPMorgan 1994 - 1998
Skills
Trading Systems, Electronic Trading, Equities, Sybase, Business Analysis, SQL, Trading, Microsoft SQL Server, Order Management, Equity Trading, .NET, Requirements Analysis, IT Strategy, Financial Services, Financial Markets
Education
New York Institute of Technology 1989 — 1992
MSCS, Computer Science
New York Institute of Technology 1984 — 1989
BSEE, Electrical Engineering
ConvergEx Group November 1998 - Present
Advanced Financial Applications March 2007 - June 2009
JPMorgan 1994 - 1998
Skills
Trading Systems, Electronic Trading, Equities, Sybase, Business Analysis, SQL, Trading, Microsoft SQL Server, Order Management, Equity Trading, .NET, Requirements Analysis, IT Strategy, Financial Services, Financial Markets
Education
New York Institute of Technology 1989 — 1992
MSCS, Computer Science
New York Institute of Technology 1984 — 1989
BSEE, Electrical Engineering
William Hyland's ConvergEx Group Experience April 2013 - June 2013
Job Senior Accountant at Clover Health, formerly CarePoint
Industry Accounting
Experience
CarePoint Health System August 2014 - Present
Fox News Channel January 2014 - July 2014
Landmark Hospitality September 2013 - January 2014
ConvergEx Group April 2013 - June 2013
Take-Two Interactive Software, Inc. October 2012 - February 2013
Hoboken UMC February 2012 - October 2012
Bank of America July 2010 - January 2012
Raritan Inc. November 2008 - November 2009
Guy Carpenter March 2007 - November 2008
Raritan Inc. June 2006 - March 2007
Skills
Accounting, Account Reconciliation, Variance Analysis, General Ledger, Accounts Payable, Budgets, Forecasting, Fixed Assets, Financial Statements, Consolidation, Bank Reconciliation, Revenue Recognition, Financial Audits, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, Sumif, Hlookups, Cash Flow, Journal Entries, Managerial Finance, Analysis, Finance, Financial Forecasting, Payroll, Balance, GAAP, Preparation, Internal Controls, Financial Modeling, ADP Payroll, Accruals
Education
University of Phoenix Online 2004 — 2006
MBA, Human Resources Management
City University of New York-College of Staten Island 1984 — 1991
Bachelor of Science (BS) (2), Accounting, Business Management
CarePoint Health System August 2014 - Present
Fox News Channel January 2014 - July 2014
Landmark Hospitality September 2013 - January 2014
ConvergEx Group April 2013 - June 2013
Take-Two Interactive Software, Inc. October 2012 - February 2013
Hoboken UMC February 2012 - October 2012
Bank of America July 2010 - January 2012
Raritan Inc. November 2008 - November 2009
Guy Carpenter March 2007 - November 2008
Raritan Inc. June 2006 - March 2007
Skills
Accounting, Account Reconciliation, Variance Analysis, General Ledger, Accounts Payable, Budgets, Forecasting, Fixed Assets, Financial Statements, Consolidation, Bank Reconciliation, Revenue Recognition, Financial Audits, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, Sumif, Hlookups, Cash Flow, Journal Entries, Managerial Finance, Analysis, Finance, Financial Forecasting, Payroll, Balance, GAAP, Preparation, Internal Controls, Financial Modeling, ADP Payroll, Accruals
Education
University of Phoenix Online 2004 — 2006
MBA, Human Resources Management
City University of New York-College of Staten Island 1984 — 1991
Bachelor of Science (BS) (2), Accounting, Business Management
Adrienne Schaefer's ConvergEx Group Experience June 2003 - January 2014
Job Senior Vice President at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC November 2014 - Present
ConvergEx Group June 2003 - January 2014
Dresdner Kleinwort June 1999 - October 2002
HSBC January 1997 - June 1999
Skills
Trading Systems, Series 7, Equity Trading, Equities, Series 63, Trading, Capital Markets, Securities, Bloomberg, Hedge Funds, Fixed Income, Options, Investments, Electronic Trading, Financial Markets, Financial Services, Data Reconciliation, Client Relations Skills, Microsoft Excel, Microsoft Word, Microsoft Office, Reporting & Analysis, Account Reconciliation, Portfolio Performance..., Portfolio Risk, ADRs, Futures, ETFs, Emerging Markets
Education
Quinnipiac University - School of Business 1992 — 1996
Bachelor of Science (BS), Financial Management
Pascack Hills High School 1988 — 1992
BTIG, LLC November 2014 - Present
ConvergEx Group June 2003 - January 2014
Dresdner Kleinwort June 1999 - October 2002
HSBC January 1997 - June 1999
Skills
Trading Systems, Series 7, Equity Trading, Equities, Series 63, Trading, Capital Markets, Securities, Bloomberg, Hedge Funds, Fixed Income, Options, Investments, Electronic Trading, Financial Markets, Financial Services, Data Reconciliation, Client Relations Skills, Microsoft Excel, Microsoft Word, Microsoft Office, Reporting & Analysis, Account Reconciliation, Portfolio Performance..., Portfolio Risk, ADRs, Futures, ETFs, Emerging Markets
Education
Quinnipiac University - School of Business 1992 — 1996
Bachelor of Science (BS), Financial Management
Pascack Hills High School 1988 — 1992
Shannon Ewer's ConvergEx Group Experience July 2009 - April 2013
Job VP of Finance & Administration
Industry Accounting
Experience
CFGI October 2014 - Present
Eze Software Group April 2013 - October 2014
ConvergEx Group July 2009 - April 2013
ConvergEx Limited (UK), subsidiary of ConvergEx Group July 2007 - June 2009
Eze Castle Software, subsidiary of ConvergEx Group August 2004 - June 2007
PricewaterhouseCoopers September 2000 - August 2004
Skills
Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, US GAAP, Accounting, Financial Modeling, Internal Controls, Auditing, Financial Accounting, GAAP, Due Diligence, Corporate Finance, General Ledger, Variance Analysis
Education
Boston College 1996 — 2000
BS Accounting
Medfield High School 1992 — 1996
Wine & Spirit Education Trust (WSET) 2011 — 2013
Diploma, Wine Studies
CFGI October 2014 - Present
Eze Software Group April 2013 - October 2014
ConvergEx Group July 2009 - April 2013
ConvergEx Limited (UK), subsidiary of ConvergEx Group July 2007 - June 2009
Eze Castle Software, subsidiary of ConvergEx Group August 2004 - June 2007
PricewaterhouseCoopers September 2000 - August 2004
Skills
Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, US GAAP, Accounting, Financial Modeling, Internal Controls, Auditing, Financial Accounting, GAAP, Due Diligence, Corporate Finance, General Ledger, Variance Analysis
Education
Boston College 1996 — 2000
BS Accounting
Medfield High School 1992 — 1996
Wine & Spirit Education Trust (WSET) 2011 — 2013
Diploma, Wine Studies
Chris Meagher's ConvergEx Group Experience November 2010 - Present
Job at BNY ConvergEx
Industry Information Technology and Services
Experience
ConvergEx Group November 2010 - Present
WebMD July 2008 - September 2010
WebMD July 2007 - July 2008
Mycroft June 2006 - July 2007
Lifetime Entertainment Services November 2000 - June 2006
Banco Português do Atlântico January 2000 - October 2000
Lifetime Entertainment Services November 1997 - January 2000
Skills
Storage, Active Directory, Servers, Windows Server, Virtualization, VMware, SAN, VMware ESX, Microsoft Exchange, Cisco Technologies, Cluster, Operating Systems, System Administration, DNS, Disaster Recovery, Networking
Education
City University of New York
ConvergEx Group November 2010 - Present
WebMD July 2008 - September 2010
WebMD July 2007 - July 2008
Mycroft June 2006 - July 2007
Lifetime Entertainment Services November 2000 - June 2006
Banco Português do Atlântico January 2000 - October 2000
Lifetime Entertainment Services November 1997 - January 2000
Skills
Storage, Active Directory, Servers, Windows Server, Virtualization, VMware, SAN, VMware ESX, Microsoft Exchange, Cisco Technologies, Cluster, Operating Systems, System Administration, DNS, Disaster Recovery, Networking
Education
City University of New York
Oliver Sung's ConvergEx Group Experience September 2014 - Present
Job Managing Director, Head of Electronic Trading and ATS at ConvergEx Group
Industry Financial Services
Experience
ConvergEx Group September 2014 - Present
Bank of America Merrill Lynch January 2013 - August 2014
Bank of America Merrill Lynch June 2008 - January 2013
Bear, Stearns & Co. Inc. May 2007 - June 2008
UBS Investment Bank November 2004 - May 2007
Charles Schwab May 2003 - October 2004
NASDAQ June 2001 - May 2003
Management Science Associates June 1998 - April 2001
Education
Carnegie Mellon University 1994 — 1998
BS, Economics
The Kiski School 1991 — 1994
High School
ConvergEx Group September 2014 - Present
Bank of America Merrill Lynch January 2013 - August 2014
Bank of America Merrill Lynch June 2008 - January 2013
Bear, Stearns & Co. Inc. May 2007 - June 2008
UBS Investment Bank November 2004 - May 2007
Charles Schwab May 2003 - October 2004
NASDAQ June 2001 - May 2003
Management Science Associates June 1998 - April 2001
Education
Carnegie Mellon University 1994 — 1998
BS, Economics
The Kiski School 1991 — 1994
High School
Oren Klachkin's ConvergEx Group Experience April 2007 - June 2009
Job Senior Economist at Oxford Economics
Industry Information Services
Experience
Oxford Economics January 2014 - Present
IHS Global Insight July 2011 - December 2013
Brandeis University September 2009 - May 2011
Brandeis University August 2010 - December 2010
ConvergEx Group April 2007 - June 2009
Skills
Macroeconomics, Econometrics, Stata, Economics, Quantitative Analytics, Eviews, Statistics, Data Analysis, Economic Research, SAS, SPSS, International Economics, Research, Policy Analysis, Bloomberg, Qualitative Research, Financial Modeling, Statistical Modeling, Time Series Analysis
Education
Brandeis International Business School 2009 — 2011
MA, International Economics and Finance
Boston University 2002 — 2006
BA, Economics and International Relations
Oxford Economics January 2014 - Present
IHS Global Insight July 2011 - December 2013
Brandeis University September 2009 - May 2011
Brandeis University August 2010 - December 2010
ConvergEx Group April 2007 - June 2009
Skills
Macroeconomics, Econometrics, Stata, Economics, Quantitative Analytics, Eviews, Statistics, Data Analysis, Economic Research, SAS, SPSS, International Economics, Research, Policy Analysis, Bloomberg, Qualitative Research, Financial Modeling, Statistical Modeling, Time Series Analysis
Education
Brandeis International Business School 2009 — 2011
MA, International Economics and Finance
Boston University 2002 — 2006
BA, Economics and International Relations
Timothy Cho's ConvergEx Group Experience March 2005 - August 2006
Job Bloomberg
Industry Financial Services
Experience
Bloomberg May 2011 - Present
Investment Technology Group, Inc. August 2006 - May 2011
ConvergEx Group March 2005 - August 2006
Skills
Market Data, Electronic Trading, Trading Systems, C#, Java, Sybase, SDLC, SQL, Multithreading, Agile Methodologies, Software Project..., Microsoft SQL Server, Unix, XML, Software Development, Data Warehousing, STL, Oracle
Education
NYU 1992 — 1994
MS, Computer Science
State University of New York at Stony Brook 1988 — 1991
Bachelor of Science (BS), Computer Science
Bloomberg May 2011 - Present
Investment Technology Group, Inc. August 2006 - May 2011
ConvergEx Group March 2005 - August 2006
Skills
Market Data, Electronic Trading, Trading Systems, C#, Java, Sybase, SDLC, SQL, Multithreading, Agile Methodologies, Software Project..., Microsoft SQL Server, Unix, XML, Software Development, Data Warehousing, STL, Oracle
Education
NYU 1992 — 1994
MS, Computer Science
State University of New York at Stony Brook 1988 — 1991
Bachelor of Science (BS), Computer Science
Christine Plunkett's ConvergEx Group Experience August 2009 - August 2015
Job Administrative Assistant at Aquiline Capital Partners
Industry Financial Services
Experience
Aquiline Capital Partners August 2015 - Present
ConvergEx Group August 2009 - August 2015
Ernst & Young 2008 - 2009
Skills
New Business Development, Team Leadership, Microsoft Excel, Event Planning, Process Improvement, Outlook, PowerPoint, Microsoft Office, Customer Service, Budgets, Marketing, Marketing Communications, Management, Event Management
Education
Marist College 2003 — 2007
Aquiline Capital Partners August 2015 - Present
ConvergEx Group August 2009 - August 2015
Ernst & Young 2008 - 2009
Skills
New Business Development, Team Leadership, Microsoft Excel, Event Planning, Process Improvement, Outlook, PowerPoint, Microsoft Office, Customer Service, Budgets, Marketing, Marketing Communications, Management, Event Management
Education
Marist College 2003 — 2007
Tracy (Sudo) Buell's ConvergEx Group Experience January 2004 - January 2014
Job Financial Services Executive | Transition Management | Global Equity Trading | TCA | CRM | tracybuell@gmail.com
Industry Financial Services
Experience
NYC Department of Education September 2014 - Present
NYC Teaching Fellows June 2014 - Present
ConvergEx Group January 2004 - January 2014
HSBC January 2001 - November 2003
Zen Guitar, Inc. 1994 - 2001
James Capel Inc. (HSBC) 1990 - 1994
Kidder Peabody 1987 - 1990
First New York Equity 1985 - 1987
Skills
Electronic Trading, Trading Systems, Equity Trading, Securities, Equities, Series 7, Hedge Funds, Trading, Series 63, Bloomberg, Financial Markets, Investment Management, Fixed Income, Cross-border..., Derivatives, Options, Capital Markets, Analytics, FX trading, Global Trade Management, Transition Management, Client Presentation, International..., Trading Strategies, Manage Client..., System Testing, ADRs, FX Hedging, ETFs, Team Management, Written & Oral..., Risk Management, Operational Risk..., Series 24, Microsoft Office, Microsoft Excel, Project Management, Client Education, RFP, CRM, TCA
Education
St. John's University 2014 — 2016
Master's Degree, Special Education and Teaching
American University 1981 — 1985
Bachelor's Degree, Finance, Cum Laude
NYC Department of Education September 2014 - Present
NYC Teaching Fellows June 2014 - Present
ConvergEx Group January 2004 - January 2014
HSBC January 2001 - November 2003
Zen Guitar, Inc. 1994 - 2001
James Capel Inc. (HSBC) 1990 - 1994
Kidder Peabody 1987 - 1990
First New York Equity 1985 - 1987
Skills
Electronic Trading, Trading Systems, Equity Trading, Securities, Equities, Series 7, Hedge Funds, Trading, Series 63, Bloomberg, Financial Markets, Investment Management, Fixed Income, Cross-border..., Derivatives, Options, Capital Markets, Analytics, FX trading, Global Trade Management, Transition Management, Client Presentation, International..., Trading Strategies, Manage Client..., System Testing, ADRs, FX Hedging, ETFs, Team Management, Written & Oral..., Risk Management, Operational Risk..., Series 24, Microsoft Office, Microsoft Excel, Project Management, Client Education, RFP, CRM, TCA
Education
St. John's University 2014 — 2016
Master's Degree, Special Education and Teaching
American University 1981 — 1985
Bachelor's Degree, Finance, Cum Laude
Darryn Ross's ConvergEx Group Experience January 2009 - October 2010
Job Senior Software Engineer at The Carlyle Group
Industry Information Technology and Services
Experience
The Carlyle Group September 2015 - Present
Credit Suisse October 2012 - August 2015
Natixis North America August 2012 - September 2012
Barclays Capital October 2010 - April 2012
ConvergEx Group January 2009 - October 2010
SimCorp March 2006 - September 2008
Datawave May 2000 - September 2005
Skills
C# 2.0, C# 3.0, C# 4.0, C#, Microsoft SQL Server, SQL, StreamBase, WinForms, DevExpress, DevExpress Controls, FIX, Trading Systems, Electronic Trading, OOAD, OO Software Development, GUI, GUI development, Server Side Programming, Server Side, Multithreaded..., Multithreading, Unit Testing, WebSphere MQ, Software Design, Design Patterns, Database Design, Front Office Trading..., Front Office Development, Front Office Support, .NET, WCF, Object Oriented Design
Education
Griffith University 1999 — 2001
Bachelor, Information Technology
The Carlyle Group September 2015 - Present
Credit Suisse October 2012 - August 2015
Natixis North America August 2012 - September 2012
Barclays Capital October 2010 - April 2012
ConvergEx Group January 2009 - October 2010
SimCorp March 2006 - September 2008
Datawave May 2000 - September 2005
Skills
C# 2.0, C# 3.0, C# 4.0, C#, Microsoft SQL Server, SQL, StreamBase, WinForms, DevExpress, DevExpress Controls, FIX, Trading Systems, Electronic Trading, OOAD, OO Software Development, GUI, GUI development, Server Side Programming, Server Side, Multithreaded..., Multithreading, Unit Testing, WebSphere MQ, Software Design, Design Patterns, Database Design, Front Office Trading..., Front Office Development, Front Office Support, .NET, WCF, Object Oriented Design
Education
Griffith University 1999 — 2001
Bachelor, Information Technology
Daniel Valsamopoulos's ConvergEx Group Experience May 2012 - December 2012
Job Westerman Ball Ederer Miller Zucker & Sharfstein LLP
Industry Law Practice
Experience
Westerman Ball Ederer Miller Zucker & Sharfstein, LLP May 2015 - Present
Shipman & Goodwin LLP June 2013 - April 2015
ConvergEx Group May 2012 - December 2012
Bracewell & Giuliani LLP November 2011 - December 2012
Bracewell & Giuliani LLP September 2007 - August 2011
Skills
Mergers & Acquisitions, Distressed Debt, Corporate Law, Bankruptcy, Securities, Capital Markets, Corporate Governance, International Business..., Private Equity, Hedge Funds, Contractual Agreements, Software Licensing, Compliance, Securities Regulation, Legal Advice, Joint Ventures
Education
Brooklyn Law School 2004 — 2007
Doctor of Law (JD), cum laude
Syracuse University 2000 — 2004
Bachelor of Arts (BA), Political Science and Government
Chaminade High School
Westerman Ball Ederer Miller Zucker & Sharfstein, LLP May 2015 - Present
Shipman & Goodwin LLP June 2013 - April 2015
ConvergEx Group May 2012 - December 2012
Bracewell & Giuliani LLP November 2011 - December 2012
Bracewell & Giuliani LLP September 2007 - August 2011
Skills
Mergers & Acquisitions, Distressed Debt, Corporate Law, Bankruptcy, Securities, Capital Markets, Corporate Governance, International Business..., Private Equity, Hedge Funds, Contractual Agreements, Software Licensing, Compliance, Securities Regulation, Legal Advice, Joint Ventures
Education
Brooklyn Law School 2004 — 2007
Doctor of Law (JD), cum laude
Syracuse University 2000 — 2004
Bachelor of Arts (BA), Political Science and Government
Chaminade High School
Demitri Sibbing's ConvergEx Group Experience August 2012 - April 2013
Job Director at Eze Software Group driving institutional success via market leading software solutions
Industry Financial Services
Experience
Eze Software Group August 2012 - Present
ConvergEx Group August 2012 - April 2013
Eze Software Group 2012 - 2013
ITG 2007 - 2012
Skills
Trading Systems, Electronic Trading, Equities, Hedge Funds, Financial Markets, Derivatives, Equity Trading, Capital Markets, Fixed Income, Options, Trading, Bloomberg, Series 7, Market Data, Portfolio Management, FX Options, Sales, Securities, Series 63, Business Analysis, Equity Derivatives, Financial Services, Microsoft Excel, Risk Management, Product Management, Customer Service
Education
Loyola University Chicago
Political Science and Government
Loyola University Chicago
Bachelor's degree, Political Science and Government
Eze Software Group August 2012 - Present
ConvergEx Group August 2012 - April 2013
Eze Software Group 2012 - 2013
ITG 2007 - 2012
Skills
Trading Systems, Electronic Trading, Equities, Hedge Funds, Financial Markets, Derivatives, Equity Trading, Capital Markets, Fixed Income, Options, Trading, Bloomberg, Series 7, Market Data, Portfolio Management, FX Options, Sales, Securities, Series 63, Business Analysis, Equity Derivatives, Financial Services, Microsoft Excel, Risk Management, Product Management, Customer Service
Education
Loyola University Chicago
Political Science and Government
Loyola University Chicago
Bachelor's degree, Political Science and Government
Joshua Sadownik's ConvergEx Group Experience March 2011 - October 2011
Job Connectivity Services Specialist at Fidessa
Industry Financial Services
Experience
Fidessa November 2011 - Present
ConvergEx Group March 2011 - October 2011
Eze Castle Software June 2010 - October 2011
Eze Castle Software November 2009 - June 2010
Fidelity Investments June 2008 - August 2008
Education
Colby College 2005 — 2009
B.A.
Newton North High School 2001 — 2005
Fidessa November 2011 - Present
ConvergEx Group March 2011 - October 2011
Eze Castle Software June 2010 - October 2011
Eze Castle Software November 2009 - June 2010
Fidelity Investments June 2008 - August 2008
Education
Colby College 2005 — 2009
B.A.
Newton North High School 2001 — 2005
Jim Basher's ConvergEx Group Experience February 2013 - January 2014
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2014 - Present
ConvergEx Group February 2013 - January 2014
Pershing June 2007 - July 2012
ITG 2005 - 2007
Correspondent Services 1988 - 2004
Skills
Series 7, Series 63, Securities, Fixed Income, Equities, Trading, Financial Services, Investments, Business Relationship..., Separately Managed..., Prime Brokerage, Series 55, Transition Management, Electronic Trading, FINRA, Bloomberg, Bloomberg Terminal, Asset Allocation, Bonds, Capital Markets, Derivatives, Equity Trading, Financial Markets, Hedge Funds, Market Data, Middle Office, Mutual Funds, Options, Trading Systems
Education
Mercy College
B.S., Computer Information Services
BNY Mellon December 2014 - Present
ConvergEx Group February 2013 - January 2014
Pershing June 2007 - July 2012
ITG 2005 - 2007
Correspondent Services 1988 - 2004
Skills
Series 7, Series 63, Securities, Fixed Income, Equities, Trading, Financial Services, Investments, Business Relationship..., Separately Managed..., Prime Brokerage, Series 55, Transition Management, Electronic Trading, FINRA, Bloomberg, Bloomberg Terminal, Asset Allocation, Bonds, Capital Markets, Derivatives, Equity Trading, Financial Markets, Hedge Funds, Market Data, Middle Office, Mutual Funds, Options, Trading Systems
Education
Mercy College
B.S., Computer Information Services
Svetlana Portnov's ConvergEx Group Experience July 2007 - September 2012
Job Business Consultant at RGP
Industry Banking
Experience
RGP February 2015 - Present
Bonobos Inc. April 2014 - January 2015
Remodel Within Reach May 2013 - April 2014
ConvergEx Group July 2007 - September 2012
Ambac Assurance Corporation July 2004 - July 2007
Anchin, Block & Anchin LLP November 2000 - July 2004
Hunter College January 1999 - May 2000
Skills
Lawson General Ledger, Tradewinds Accounting..., MSOffice, Spoolview, Inroute, QuickBooks, Quicken, Citrix and PC Anywhere..., Shared Point, GoSystem Audit, GoSystem Tax, E-Pace, 1099-etc. payroll..., The Complete Package..., CORE, Accounting, General Ledger, Financial Reporting, Financial Analysis, Internal Controls, GAAP, Microsoft Office, Sarbanes-Oxley Act, Auditing, Variance Analysis, Financial Statements, Management
Education
City University of New York-Hunter College 1996 — 2000
BS, Accounting
RGP February 2015 - Present
Bonobos Inc. April 2014 - January 2015
Remodel Within Reach May 2013 - April 2014
ConvergEx Group July 2007 - September 2012
Ambac Assurance Corporation July 2004 - July 2007
Anchin, Block & Anchin LLP November 2000 - July 2004
Hunter College January 1999 - May 2000
Skills
Lawson General Ledger, Tradewinds Accounting..., MSOffice, Spoolview, Inroute, QuickBooks, Quicken, Citrix and PC Anywhere..., Shared Point, GoSystem Audit, GoSystem Tax, E-Pace, 1099-etc. payroll..., The Complete Package..., CORE, Accounting, General Ledger, Financial Reporting, Financial Analysis, Internal Controls, GAAP, Microsoft Office, Sarbanes-Oxley Act, Auditing, Variance Analysis, Financial Statements, Management
Education
City University of New York-Hunter College 1996 — 2000
BS, Accounting
Thomas Popp's ConvergEx Group Experience February 2005 - Present
Job Managing Director Compliance Officer at Convergex Group
Industry Financial Services
Experience
Convergex Group February 2005 - Present
BNY Mellon February 2003 - February 2005
Merrill Lynch November 1994 - February 2003
Smith Barney Brokerage Firm April 1994 - November 1994
New York Mercantile Exchange December 1991 - April 1994
Internal Revenue Service June 1990 - December 1990
Skills
Securities, Series 7, Compliance, Series 63, Investments, Electronic Trading, Asset Management, Trading Systems, Financial Risk, Hedge Funds, Financial Services, Risk Management, Capital Markets, Equities, Financial Markets, Equity Trading, Management
Education
State University of New York College at Fredonia 1987 — 1989
Finance, General
Convergex Group February 2005 - Present
BNY Mellon February 2003 - February 2005
Merrill Lynch November 1994 - February 2003
Smith Barney Brokerage Firm April 1994 - November 1994
New York Mercantile Exchange December 1991 - April 1994
Internal Revenue Service June 1990 - December 1990
Skills
Securities, Series 7, Compliance, Series 63, Investments, Electronic Trading, Asset Management, Trading Systems, Financial Risk, Hedge Funds, Financial Services, Risk Management, Capital Markets, Equities, Financial Markets, Equity Trading, Management
Education
State University of New York College at Fredonia 1987 — 1989
Finance, General
Gregory Hickey's ConvergEx Group Experience January 2006 - March 2014
Job Senior Sales Trader at Weeden & Co
Industry Financial Services
Experience
Weeden & Co. April 2014 - Present
ConvergEx Group January 2006 - March 2014
Soundview Technology Group 1994 - 2005
Skills
Series 7, Electronic Trading, Trading, Bloomberg, Capital Markets, Equities, Equity Research, Equity Sales, Equity Trading, Hedge Funds, Investment Banking, Investments, Series 63, Trading Systems
Education
Rollins College 1987 — 1991
Bachelor of Arts (BA), Economics
Weeden & Co. April 2014 - Present
ConvergEx Group January 2006 - March 2014
Soundview Technology Group 1994 - 2005
Skills
Series 7, Electronic Trading, Trading, Bloomberg, Capital Markets, Equities, Equity Research, Equity Sales, Equity Trading, Hedge Funds, Investment Banking, Investments, Series 63, Trading Systems
Education
Rollins College 1987 — 1991
Bachelor of Arts (BA), Economics
Nick Dharia's ConvergEx Group Experience February 2011 - March 2012
Job Sr. Financial Analyst at Ness technologies
Industry Computer Software
Experience
Ness Technologies נס טכנולוגיות October 2013 - Present
Citi June 2012 - October 2013
ConvergEx Group February 2011 - March 2012
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Financial Modeling, Data Analysis, Research, Portfolio Management, Analysis, Business Analysis, Microsoft Office, Microsoft Word, Customer Service, English, Windows, Outlook, Photoshop, Budgets, Finance, Access, Financial Reporting, Derivatives, Account Reconciliation, Variance Analysis, Teaching, HTML, Public Speaking, Strategic Planning, Strategic Financial..., Equities, Trading, Bloomberg Terminal, SAP, Microsoft CRM, Business Objects, Cognos, GAAP, Financial Statements, VBA, Financial Planning
Education
Rutgers University-New Brunswick 2005 — 2009
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor of Arts (B.A.), Business Statistics
Ness Technologies נס טכנולוגיות October 2013 - Present
Citi June 2012 - October 2013
ConvergEx Group February 2011 - March 2012
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Financial Modeling, Data Analysis, Research, Portfolio Management, Analysis, Business Analysis, Microsoft Office, Microsoft Word, Customer Service, English, Windows, Outlook, Photoshop, Budgets, Finance, Access, Financial Reporting, Derivatives, Account Reconciliation, Variance Analysis, Teaching, HTML, Public Speaking, Strategic Planning, Strategic Financial..., Equities, Trading, Bloomberg Terminal, SAP, Microsoft CRM, Business Objects, Cognos, GAAP, Financial Statements, VBA, Financial Planning
Education
Rutgers University-New Brunswick 2005 — 2009
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor of Arts (B.A.), Business Statistics
José Moncayo's ConvergEx Group Experience October 2007 - November 2011
Job Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank April 2014 - Present
Deutsche Bank November 2011 - March 2014
ConvergEx Group October 2007 - November 2011
Financial Industry Regulatory Authority 2005 - October 2007
NYSE Euronext September 2002 - 2005
Morgan Stanley July 1999 - August 2001
US Navy Reserve 1998 - 2000
US Navy February 1993 - February 1998
Skills
Commodity, Securities, Back Office, Options, Settlement, Financial Analysis, Middle Office, Military Experience, Bilingual-English/Spanis..., Microsoft Office, SAP, FINRA, Databases, Regulatory Requirements, Regulatory Examinations, AML, Anti Money Laundering, Capital Markets
Education
Baruch College 1999 — 2002
Bachelor of Business Administration, Accounting
Deutsche Bank April 2014 - Present
Deutsche Bank November 2011 - March 2014
ConvergEx Group October 2007 - November 2011
Financial Industry Regulatory Authority 2005 - October 2007
NYSE Euronext September 2002 - 2005
Morgan Stanley July 1999 - August 2001
US Navy Reserve 1998 - 2000
US Navy February 1993 - February 1998
Skills
Commodity, Securities, Back Office, Options, Settlement, Financial Analysis, Middle Office, Military Experience, Bilingual-English/Spanis..., Microsoft Office, SAP, FINRA, Databases, Regulatory Requirements, Regulatory Examinations, AML, Anti Money Laundering, Capital Markets
Education
Baruch College 1999 — 2002
Bachelor of Business Administration, Accounting
Matthew Rosenblatt's ConvergEx Group Experience January 2014 - Present
Job Sales & Trading Compliance at Berenberg Capital Markets, LLC
Industry Financial Services
Experience
Berenberg Capital Markets August 2015 - Present
ConvergEx Group January 2014 - Present
Convergex Group August 2012 - January 2014
FINRA June 2010 - July 2012
NYSE Euronext May 2008 - June 2010
Deutsche Bank Securities March 2007 - May 2008
Maxim Group November 2004 - March 2007
Skills
Project Management, Regulatory Request /..., Communicative Ability, Staff Supervision &..., Data Research & Analysis, Surveillance Monitoring..., Regulatory Reforms, Policies and Procedures, Trading Advisory, Coordination, Inquiries, Surveillance, Policy, Training, Trading, Analysis, Communication, Request, FINRA, Options, Equities, Series 24, Securities Regulation, Due Diligence, Corporate Governance, Equity Trading, Capital Markets, Hedge Funds, Securities, Asset Management, Financial Services, Fixed Income, Series 7, Derivatives
Education
Loyola College in Maryland 1997 — 2001
BA, Communications
Regis High School 1994 — 1997
Berenberg Capital Markets August 2015 - Present
ConvergEx Group January 2014 - Present
Convergex Group August 2012 - January 2014
FINRA June 2010 - July 2012
NYSE Euronext May 2008 - June 2010
Deutsche Bank Securities March 2007 - May 2008
Maxim Group November 2004 - March 2007
Skills
Project Management, Regulatory Request /..., Communicative Ability, Staff Supervision &..., Data Research & Analysis, Surveillance Monitoring..., Regulatory Reforms, Policies and Procedures, Trading Advisory, Coordination, Inquiries, Surveillance, Policy, Training, Trading, Analysis, Communication, Request, FINRA, Options, Equities, Series 24, Securities Regulation, Due Diligence, Corporate Governance, Equity Trading, Capital Markets, Hedge Funds, Securities, Asset Management, Financial Services, Fixed Income, Series 7, Derivatives
Education
Loyola College in Maryland 1997 — 2001
BA, Communications
Regis High School 1994 — 1997
Josh Colson's ConvergEx Group Experience July 2013 - September 2013
Job Business Intelligence Developer at Vecna Technologies
Industry Information Services
Experience
Vecna Technologies February 2014 - Present
WPA, Inc January 2014 - February 2014
ConvergEx Group July 2013 - September 2013
Jinwon Trading Co May 2011 - August 2011
Skills
Tableau, Business Analysis, PostgreSQL, Ruby, T-SQL, Scrum, JIRA, Confluence, Git, SQL, Microsoft Excel, Linux, Ubuntu, CentOS, Data Analysis, HTML, Ruby on Rails, Databases, Bash, Python, Access, Visio, Microsoft Office, Visual Basic, SAS, Windows, SharePoint, Sales, Vertica, Ansible
Education
Boston University Questrom School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Vecna Technologies February 2014 - Present
WPA, Inc January 2014 - February 2014
ConvergEx Group July 2013 - September 2013
Jinwon Trading Co May 2011 - August 2011
Skills
Tableau, Business Analysis, PostgreSQL, Ruby, T-SQL, Scrum, JIRA, Confluence, Git, SQL, Microsoft Excel, Linux, Ubuntu, CentOS, Data Analysis, HTML, Ruby on Rails, Databases, Bash, Python, Access, Visio, Microsoft Office, Visual Basic, SAS, Windows, SharePoint, Sales, Vertica, Ansible
Education
Boston University Questrom School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Hema Rana's ConvergEx Group Experience October 2013 - March 2014
Job Assistant Vice President of Finance at Tradeweb
Industry Accounting
Experience
Tradeweb October 2014 - Present
SFX Entertainment, Inc. March 2014 - October 2014
ConvergEx Group October 2013 - March 2014
PepsiCo June 2010 - March 2013
Deloitte & Touche September 2008 - July 2010
Danbury Hospital January 2004 - August 2008
Skills
Financial Reporting, Sarbanes-Oxley Act, Auditing, Accounting, Internal Audit, Variance Analysis, Account Reconciliation, Financial Audits, Internal Controls, US GAAP, Financial Analysis, Financial Accounting, Analysis, General Ledger, Cross-functional Team..., GAAP, External Audit, Software Documentation, Access, Financial Forecasting, Sarbanes-Oxley, Consolidation
Education
Quinnipiac University - School of Business 2006 — 2008
Masters in Accounting, Accounting
University of Connecticut 2000 — 2006
B.S. Pharmacy, Pharmacy and Microbiology
Danbury High School 1996 — 2000
High School, Biology/Biological Sciences, General
Western Connecticut State University
Bachelor's Degree, Accounting
Tradeweb October 2014 - Present
SFX Entertainment, Inc. March 2014 - October 2014
ConvergEx Group October 2013 - March 2014
PepsiCo June 2010 - March 2013
Deloitte & Touche September 2008 - July 2010
Danbury Hospital January 2004 - August 2008
Skills
Financial Reporting, Sarbanes-Oxley Act, Auditing, Accounting, Internal Audit, Variance Analysis, Account Reconciliation, Financial Audits, Internal Controls, US GAAP, Financial Analysis, Financial Accounting, Analysis, General Ledger, Cross-functional Team..., GAAP, External Audit, Software Documentation, Access, Financial Forecasting, Sarbanes-Oxley, Consolidation
Education
Quinnipiac University - School of Business 2006 — 2008
Masters in Accounting, Accounting
University of Connecticut 2000 — 2006
B.S. Pharmacy, Pharmacy and Microbiology
Danbury High School 1996 — 2000
High School, Biology/Biological Sciences, General
Western Connecticut State University
Bachelor's Degree, Accounting
Adam Lapidus's ConvergEx Group Experience April 2011 - April 2013
Job Assistant General Counsel at Sumitomo Mitsui Banking Corporation
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation April 2013 - Present
ConvergEx Group April 2011 - April 2013
R.G. Niederhoffer Capital Management, Inc. February 2010 - April 2011
DLA Piper May 2008 - August 2008
Skills
Corporate Law, Capital Markets, Derivatives, Financial Regulation, Legal Writing
Education
Fordham University School of Law 2006 — 2009
University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.)
The Dalton School 1997 — 2001
Sumitomo Mitsui Banking Corporation April 2013 - Present
ConvergEx Group April 2011 - April 2013
R.G. Niederhoffer Capital Management, Inc. February 2010 - April 2011
DLA Piper May 2008 - August 2008
Skills
Corporate Law, Capital Markets, Derivatives, Financial Regulation, Legal Writing
Education
Fordham University School of Law 2006 — 2009
University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.)
The Dalton School 1997 — 2001
Justin Tannenbaum's ConvergEx Group Experience August 2011 - July 2013
Job Institutional Equity Sales at Bloomberg Tradebook
Industry Financial Services
Experience
Bloomberg LP June 2015 - Present
Instinet Incorporated July 2013 - June 2015
ConvergEx Group August 2011 - July 2013
United Technologies August 2006 - December 2006
Skills
Investment Sales, Series 7, Series 63, Equity Research, Equity Trading, Bloomberg, Hedge Funds, Electronic Trading, Sales Trading, Equities, Capital Markets, Options, Alternative Investments, Trading, Trading Systems, Equity Derivatives, Trading Strategies, Emerging Markets, Securities, Asset Management
Education
Cornell University - Johnson Graduate School of Management 2015 — 2018
Master of Business Administration (MBA)
Syracuse University 2005 — 2009
BA, Economics
Northern Highlands 1999 — 2003
Bloomberg LP June 2015 - Present
Instinet Incorporated July 2013 - June 2015
ConvergEx Group August 2011 - July 2013
United Technologies August 2006 - December 2006
Skills
Investment Sales, Series 7, Series 63, Equity Research, Equity Trading, Bloomberg, Hedge Funds, Electronic Trading, Sales Trading, Equities, Capital Markets, Options, Alternative Investments, Trading, Trading Systems, Equity Derivatives, Trading Strategies, Emerging Markets, Securities, Asset Management
Education
Cornell University - Johnson Graduate School of Management 2015 — 2018
Master of Business Administration (MBA)
Syracuse University 2005 — 2009
BA, Economics
Northern Highlands 1999 — 2003
Chris Geronimos's ConvergEx Group Experience January 2012 - January 2013
Job Electronic Trading
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2015 - Present
Convergex Limited November 2013 - August 2015
ConvergEx Group January 2012 - January 2013
BNY ConvergEx May 2009 - January 2012
Skills
Bloomberg, Electronic Trading, Equities, Equity Trading, Portfolio Management, Series 7, Hedge Funds, Series 63, Trading, Securities, Derivatives, Financial Markets, Investments
Education
Denison University
Bank of America Merrill Lynch September 2015 - Present
Convergex Limited November 2013 - August 2015
ConvergEx Group January 2012 - January 2013
BNY ConvergEx May 2009 - January 2012
Skills
Bloomberg, Electronic Trading, Equities, Equity Trading, Portfolio Management, Series 7, Hedge Funds, Series 63, Trading, Securities, Derivatives, Financial Markets, Investments
Education
Denison University
Christopher Bartoloma's ConvergEx Group Experience June 2010 - January 2011
Job Associate, Regulatory Control Group at Goldman Sachs
Industry Accounting
Experience
Goldman Sachs January 2015 - Present
EY September 2013 - January 2015
EY September 2011 - January 2015
Prudential Financial January 2011 - June 2011
ConvergEx Group June 2010 - January 2011
Skills
Order Management, Customer Relations, Business Analysis, SQL, Management, Financial Reporting, Accounting, Financial Analysis, Assurance, Operational Risk
Education
St John's University, Staten Island, NY 2006 — 2011
Master of Business Administration (MBA), Public Accounting
St. John's University 2006 — 2011
Bachelor of Science (BS), Accounting
Goldman Sachs January 2015 - Present
EY September 2013 - January 2015
EY September 2011 - January 2015
Prudential Financial January 2011 - June 2011
ConvergEx Group June 2010 - January 2011
Skills
Order Management, Customer Relations, Business Analysis, SQL, Management, Financial Reporting, Accounting, Financial Analysis, Assurance, Operational Risk
Education
St John's University, Staten Island, NY 2006 — 2011
Master of Business Administration (MBA), Public Accounting
St. John's University 2006 — 2011
Bachelor of Science (BS), Accounting
Robert Goetz's ConvergEx Group Experience August 2011 - Present
Job AVP, Application Support at ConvergEx Group
Industry Financial Services
Experience
ConvergEx Group August 2011 - Present
Susquehanna International Group November 2006 - June 2011
NYFIX 2003 - November 2006
Javelin Technologies January 2000 - 2003
Market Data Corporation 1997 - 2000
Market Data Corporation 1992 - 1997
Market Data Corporation 1989 - 1992
Skills
Equities, Business Analysis, Derivatives, Electronic Trading
Education
New York Institute of Technology 1986 — 1988
BS, Electromechanical Computer Technology
ConvergEx Group August 2011 - Present
Susquehanna International Group November 2006 - June 2011
NYFIX 2003 - November 2006
Javelin Technologies January 2000 - 2003
Market Data Corporation 1997 - 2000
Market Data Corporation 1992 - 1997
Market Data Corporation 1989 - 1992
Skills
Equities, Business Analysis, Derivatives, Electronic Trading
Education
New York Institute of Technology 1986 — 1988
BS, Electromechanical Computer Technology
Doreen Bierenbaum's ConvergEx Group Experience January 2010 - Present
Job DBA at BNY ConvergEx
Industry Financial Services
Experience
ConvergEx Group January 2010 - Present
Harte Hanks 2007 - August 2009
Orlando/Orange County Convention & Visitors Bureau 2005 - 2007
Skills
T-SQL, Microsoft SQL Server, SQL, Database Design, SDLC, Agile Methodologies, Software Development, Business Analysis, Business Intelligence, Visio, XML, Integration, ETL, SSIS, SharePoint, Visual Studio, Data Warehousing, Databases
Education
Eckerd College
Bachelor's Degree, Computer Science
ConvergEx Group January 2010 - Present
Harte Hanks 2007 - August 2009
Orlando/Orange County Convention & Visitors Bureau 2005 - 2007
Skills
T-SQL, Microsoft SQL Server, SQL, Database Design, SDLC, Agile Methodologies, Software Development, Business Analysis, Business Intelligence, Visio, XML, Integration, ETL, SSIS, SharePoint, Visual Studio, Data Warehousing, Databases
Education
Eckerd College
Bachelor's Degree, Computer Science
lin weng's ConvergEx Group Experience June 2012 - August 2012
Job Student at Bucknell University
Industry Financial Services
Experience
ConvergEx Group June 2012 - August 2012
Brean Murray, Carret & Co. September 2011 - August 2012
Nikko Japanese Restaurant June 2011 - August 2012
Brean Murray, Carret & Co. June 2011 - August 2011
Pottstown Middle School September 2009 - June 2010
Montgomery County Community College October 2009 - January 2010
Skills
Equity Research, Business Management, Language Skills, Financial Accounting, Creative Arts, Customer Relations, Research, Telecommunications
Education
Bucknell University 2010 — 2014
Bachelor in Science, Mathematics and Economics
ConvergEx Group June 2012 - August 2012
Brean Murray, Carret & Co. September 2011 - August 2012
Nikko Japanese Restaurant June 2011 - August 2012
Brean Murray, Carret & Co. June 2011 - August 2011
Pottstown Middle School September 2009 - June 2010
Montgomery County Community College October 2009 - January 2010
Skills
Equity Research, Business Management, Language Skills, Financial Accounting, Creative Arts, Customer Relations, Research, Telecommunications
Education
Bucknell University 2010 — 2014
Bachelor in Science, Mathematics and Economics
Alexandru Colea's ConvergEx Group Experience October 2006 - August 2013
Job Vice President at BTIG
Industry Information Technology and Services
Experience
BTIG September 2013 - Present
ConvergEx Group October 2006 - August 2013
Lazard Capital Markets November 2003 - September 2006
PSEG November 2002 - November 2003
Skills
C++, Perl, Java, VBA, Oracle, Microsoft SQL Server, Bloomberg API, Spryware, C++ Builder, Visual Studio, Unix, SQL, MySQL, SQLite, DevExpress, Glib, TA-lib, Flextrade, Inforeach TMS, Multithreading, Software Design, Software Development
Education
Polytechnic University 1998 — 2000
Master of Science (MS), Computer Science
St. John's University, Jamaica, NY
BS, Computer Science
BTIG September 2013 - Present
ConvergEx Group October 2006 - August 2013
Lazard Capital Markets November 2003 - September 2006
PSEG November 2002 - November 2003
Skills
C++, Perl, Java, VBA, Oracle, Microsoft SQL Server, Bloomberg API, Spryware, C++ Builder, Visual Studio, Unix, SQL, MySQL, SQLite, DevExpress, Glib, TA-lib, Flextrade, Inforeach TMS, Multithreading, Software Design, Software Development
Education
Polytechnic University 1998 — 2000
Master of Science (MS), Computer Science
St. John's University, Jamaica, NY
BS, Computer Science
Stephanie Mellman's ConvergEx Group Experience May 2010 - August 2010
Job Supervisor, Digital Investment at PHD
Industry Marketing and Advertising
Experience
PHD Worldwide March 2015 - Present
Mindshare July 2013 - March 2015
Mindshare May 2012 - July 2013
Socratic Technologies July 2011 - March 2012
ConvergEx Group May 2010 - August 2010
RNK Capital May 2009 - August 2009
Skills
Project Management, Competitive Analysis, Social Media, Event Planning, Marketing, Analysis, Quantitative Analysis, Statistical Reporting, Digital Media, Online Marketing, Digital Strategy, Marketing Budget..., Media Planning
Education
New York University 2015 — 2018
Master of Business Administration (M.B.A.)
University of California, Berkeley 2007 — 2011
Bachelor of Arts, Economics and Media Studies
Anglo-American University 2010 — 2010
Economics
PHD Worldwide March 2015 - Present
Mindshare July 2013 - March 2015
Mindshare May 2012 - July 2013
Socratic Technologies July 2011 - March 2012
ConvergEx Group May 2010 - August 2010
RNK Capital May 2009 - August 2009
Skills
Project Management, Competitive Analysis, Social Media, Event Planning, Marketing, Analysis, Quantitative Analysis, Statistical Reporting, Digital Media, Online Marketing, Digital Strategy, Marketing Budget..., Media Planning
Education
New York University 2015 — 2018
Master of Business Administration (M.B.A.)
University of California, Berkeley 2007 — 2011
Bachelor of Arts, Economics and Media Studies
Anglo-American University 2010 — 2010
Economics
Gary Sun's ConvergEx Group Experience June 2014 - August 2014
Job
Industry Accounting
Experience
ConvergEx Group June 2014 - August 2014
Long Island Power Authority (LIPA) November 2013 - March 2014
Grant Thornton LLP August 2011 - May 2013
Bruce Berkowitz, CPA August 2007 - July 2011
Sirius XM Radio, Inc., June 2009 - August 2009
Newsday, LLC June 2008 - August 2008
Skills
Microsoft Excel, Word,..., Visual Basic..., Oracle (Applications,..., PeopleSoft (Financial..., Sage Peachtree, IDEA, Microsoft Access, Accounting, Financial Analysis, Auditing, Peachtree, Account Reconciliation, GAAP, Financial Statements
Education
Long Island University, C.W. Post Campus
BS/MS, Major in Accountancy & Minor in International Business
ConvergEx Group June 2014 - August 2014
Long Island Power Authority (LIPA) November 2013 - March 2014
Grant Thornton LLP August 2011 - May 2013
Bruce Berkowitz, CPA August 2007 - July 2011
Sirius XM Radio, Inc., June 2009 - August 2009
Newsday, LLC June 2008 - August 2008
Skills
Microsoft Excel, Word,..., Visual Basic..., Oracle (Applications,..., PeopleSoft (Financial..., Sage Peachtree, IDEA, Microsoft Access, Accounting, Financial Analysis, Auditing, Peachtree, Account Reconciliation, GAAP, Financial Statements
Education
Long Island University, C.W. Post Campus
BS/MS, Major in Accountancy & Minor in International Business
Richard Vecchione's ConvergEx Group Experience July 2007 - September 2012
Job SVP/Finance at ConvergEx Group
Industry Information Technology and Services
Experience
ConvergEx Group July 2007 - September 2012
Cantor Fitzgerald December 2004 - July 2007
BDO USA, LLP September 2001 - December 2004
Education
Hofstra University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
ConvergEx Group July 2007 - September 2012
Cantor Fitzgerald December 2004 - July 2007
BDO USA, LLP September 2001 - December 2004
Education
Hofstra University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Brandon Pesognelli's ConvergEx Group Experience March 2013 - March 2014
Job Analyst at ESCO Advisors™
Industry Financial Services
Experience
ESCO Advisors™ March 2014 - Present
ConvergEx Group March 2013 - March 2014
Marcus & Millichap 2012 - 2012
Skills
Analysis
Education
University of Central Florida 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.7
State College of Florida-Manatee-Sarasota 2007 — 2009
Associate's degree, 3.34
ESCO Advisors™ March 2014 - Present
ConvergEx Group March 2013 - March 2014
Marcus & Millichap 2012 - 2012
Skills
Analysis
Education
University of Central Florida 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 3.7
State College of Florida-Manatee-Sarasota 2007 — 2009
Associate's degree, 3.34
Francis Fleming's ConvergEx Group Experience January 2008 - Present
Job Global Equity Sales at ConvergEx Group
Industry Information Technology and Services
Experience
ConvergEx Group January 2008 - Present
B-Trade Services January 1999 - December 2007
BNY Brokerage December 1993 - December 1998
Skills
Series 7, Series 63, Series 24, Series 55, Securities, Equities, Electronic Trading, Trading Systems, Trading, Equity Trading, Fixed Income, Bloomberg, Options, Hedge Funds, Financial Markets, Capital Markets, Mutual Funds, Derivatives, Asset Management
Education
New York University 1998 — 2001
Master of Business Administration (M.B.A.), Finance, General
Villanova University 1989 — 1993
Bachelor of Arts (B.A.), History
ConvergEx Group January 2008 - Present
B-Trade Services January 1999 - December 2007
BNY Brokerage December 1993 - December 1998
Skills
Series 7, Series 63, Series 24, Series 55, Securities, Equities, Electronic Trading, Trading Systems, Trading, Equity Trading, Fixed Income, Bloomberg, Options, Hedge Funds, Financial Markets, Capital Markets, Mutual Funds, Derivatives, Asset Management
Education
New York University 1998 — 2001
Master of Business Administration (M.B.A.), Finance, General
Villanova University 1989 — 1993
Bachelor of Arts (B.A.), History
John Alexander Carvalho's ConvergEx Group Experience December 2013 - Present
Job Senior Operations Associate
Industry Information Technology and Services
Experience
ConvergEx Group December 2013 - Present
ConvergEx Group May 2013 - November 2013
ConvergEx Group August 2008 - May 2013
Skills
Securities, Equities, Fixed Income, Series 7, Bloomberg, Trading, Risk Management, Investments, Capital Markets, Finance, Financial Modeling, Series 63, Portfolio Management, Electronic Trading, Financial Markets
Education
Rollins College - Crummer Graduate School of Business 2015 — 2018
Master of Business Administration (MBA), Finance, General
Rollins College 2003 — 2007
Bachelor's degree, International Business
ConvergEx Group December 2013 - Present
ConvergEx Group May 2013 - November 2013
ConvergEx Group August 2008 - May 2013
Skills
Securities, Equities, Fixed Income, Series 7, Bloomberg, Trading, Risk Management, Investments, Capital Markets, Finance, Financial Modeling, Series 63, Portfolio Management, Electronic Trading, Financial Markets
Education
Rollins College - Crummer Graduate School of Business 2015 — 2018
Master of Business Administration (MBA), Finance, General
Rollins College 2003 — 2007
Bachelor's degree, International Business
Stacey Archer Bennett's ConvergEx Group Experience April 2012 - Present
Job Accounting Professional
Industry Information Technology and Services
Experience
ConvergEx Group April 2012 - Present
American Management Services, Inc. December 2008 - June 2010
Prime Construction Group January 2006 - October 2008
Skills
Accounts Payable, Invoicing, Human Resources, Employee Benefits, Accounting, General Ledger, Financial Reporting, Account Reconciliation, Sarbanes-Oxley Act, Auditing, Financial Analysis, QuickBooks, Financial Statements, Internal Controls, Access, Accounts Receivable, Financial Accounting, Business Analysis, Microsoft Excel, Finance
Education
University of Phoenix-Orlando Campus 2011 — 2012
Master of Science (MS), Accounting
Florida Metropolitan University 2002 — 2006
Bachelor of Science (BS), Accounting
ConvergEx Group April 2012 - Present
American Management Services, Inc. December 2008 - June 2010
Prime Construction Group January 2006 - October 2008
Skills
Accounts Payable, Invoicing, Human Resources, Employee Benefits, Accounting, General Ledger, Financial Reporting, Account Reconciliation, Sarbanes-Oxley Act, Auditing, Financial Analysis, QuickBooks, Financial Statements, Internal Controls, Access, Accounts Receivable, Financial Accounting, Business Analysis, Microsoft Excel, Finance
Education
University of Phoenix-Orlando Campus 2011 — 2012
Master of Science (MS), Accounting
Florida Metropolitan University 2002 — 2006
Bachelor of Science (BS), Accounting
Josephine Moon's ConvergEx Group Experience October 2011 - June 2012
Job Senior Investment Structuring Officer at UBS Alternative & Quantitative Investments
Industry Law Practice
Experience
UBS Alternative & Quantitative Ivestments January 2014 - Present
Bracewell & Giuliani LLP September 2008 - December 2013
Credit Suisse February 2013 - September 2013
ConvergEx Group October 2011 - June 2012
Cravath, Swaine & Moore LLP July 2003 - July 2008
Skills
Corporate Law, Corporate Governance, Private Equity, Legal Research, Restructuring, Broker-Dealer, Corporate Transactional, Project Management, Legal Documents, Distressed M&A, General Corporate..., Entity Formations, Operating Agreements, Compliance, Hedge Funds
Education
New York Law School 2004 — 2008
Doctor of Law (J.D.), Law, cum laude
Bard College 1998 — 2002
Bachelor of Arts (B.A.), Political Science
Northern Valley Old Tappan
UBS Alternative & Quantitative Ivestments January 2014 - Present
Bracewell & Giuliani LLP September 2008 - December 2013
Credit Suisse February 2013 - September 2013
ConvergEx Group October 2011 - June 2012
Cravath, Swaine & Moore LLP July 2003 - July 2008
Skills
Corporate Law, Corporate Governance, Private Equity, Legal Research, Restructuring, Broker-Dealer, Corporate Transactional, Project Management, Legal Documents, Distressed M&A, General Corporate..., Entity Formations, Operating Agreements, Compliance, Hedge Funds
Education
New York Law School 2004 — 2008
Doctor of Law (J.D.), Law, cum laude
Bard College 1998 — 2002
Bachelor of Arts (B.A.), Political Science
Northern Valley Old Tappan
Brendan Kennedy's ConvergEx Group Experience October 2008 - July 2012
Job iOS Developer at W&H Systems
Industry Information Technology and Services
Experience
W&H Systems June 2013 - Present
Bingru Bingo Caller August 2014 - October 2014
Heart Rate Trainer 2012 - July 2014
ConvergEx Group October 2008 - July 2012
National Centre for Padre Pio January 2010 - April 2010
GlobalGrind, LLC March 2007 - August 2008
BET Interactive, LLC December 2004 - March 2007
Agile Factor September 2004 - December 2004
SetFocus May 2004 - September 2004
Princeton Information Services February 2001 - December 2001
Skills
iOS, Objective-C, XCode, MVC, CoreData, OOP, REST, C#, web services, WCF Services, ASP.NET, Microsoft SQL Server, XML, HTML, jQuery, JSON, CSS, Web Design, Web Development, ADO.NET, JavaScript, BIDS, Smalltalk, OLAP
Education
Seton Hall University 1989 — 1993
Master of Business Administration (MBA), Management Information Systems
Seton Hall University 1984 — 1988
Bachelor's degree, Business Management
Chubb Institute 1993 — 1993
Top Gun Certificate, Computer Training Class, Passing
W&H Systems June 2013 - Present
Bingru Bingo Caller August 2014 - October 2014
Heart Rate Trainer 2012 - July 2014
ConvergEx Group October 2008 - July 2012
National Centre for Padre Pio January 2010 - April 2010
GlobalGrind, LLC March 2007 - August 2008
BET Interactive, LLC December 2004 - March 2007
Agile Factor September 2004 - December 2004
SetFocus May 2004 - September 2004
Princeton Information Services February 2001 - December 2001
Skills
iOS, Objective-C, XCode, MVC, CoreData, OOP, REST, C#, web services, WCF Services, ASP.NET, Microsoft SQL Server, XML, HTML, jQuery, JSON, CSS, Web Design, Web Development, ADO.NET, JavaScript, BIDS, Smalltalk, OLAP
Education
Seton Hall University 1989 — 1993
Master of Business Administration (MBA), Management Information Systems
Seton Hall University 1984 — 1988
Bachelor's degree, Business Management
Chubb Institute 1993 — 1993
Top Gun Certificate, Computer Training Class, Passing
Jon Solodar's ConvergEx Group Experience May 2014 - Present
Job Managing Director at ConvergEx Group Head of U.S. Sales Trading
Industry Financial Services
Experience
ConvergEx Group May 2014 - Present
Canaccord Genuity Inc. 2006 - 2012
Fulcrum Global Partners 2003 - 2006
Skills
Management, Capital Markets
Education
New York University 1994 — 1995
Master of Business Administration (MBA), Finance, General
Emory University 1984 — 1988
Bachelor of Business Administration (BBA), Business Administration and Management, General
ConvergEx Group May 2014 - Present
Canaccord Genuity Inc. 2006 - 2012
Fulcrum Global Partners 2003 - 2006
Skills
Management, Capital Markets
Education
New York University 1994 — 1995
Master of Business Administration (MBA), Finance, General
Emory University 1984 — 1988
Bachelor of Business Administration (BBA), Business Administration and Management, General
周弘历's ConvergEx Group Experience October 2014 - Present
Job
Industry
Experience
ConvergEx Group October 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Management, Research, Leadership, Sales
Education
Drexel University - College of Business and Administration 2011 — 2015
Finance
ConvergEx Group October 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Management, Research, Leadership, Sales
Education
Drexel University - College of Business and Administration 2011 — 2015
Finance
Kevin M. Quinn's ConvergEx Group Experience January 2012 - April 2012
Job Managing Director Equity Sales Trading
Industry Financial Services
Experience
CRT Capital Group July 2012 - Present
ConvergEx Group January 2012 - April 2012
MF Global October 2010 - October 2011
Concept Capital Markets, LLC March 2009 - October 2010
Stanford Group Company February 2005 - February 2009
Lynch, Jones, & Ryan / Instinet June 1999 - February 2005
Paine Webber June 1996 - November 1998
Scavone, McKenna, Cloud & Company August 1989 - June 1996
Skills
Bloomberg, Equities
Education
Fordham University 1991 — 1994
Master of Business Administration (MBA), Finance, General
Syracuse University 1985 — 1988
Bachelor of Arts (B.A.), Economics
CRT Capital Group July 2012 - Present
ConvergEx Group January 2012 - April 2012
MF Global October 2010 - October 2011
Concept Capital Markets, LLC March 2009 - October 2010
Stanford Group Company February 2005 - February 2009
Lynch, Jones, & Ryan / Instinet June 1999 - February 2005
Paine Webber June 1996 - November 1998
Scavone, McKenna, Cloud & Company August 1989 - June 1996
Skills
Bloomberg, Equities
Education
Fordham University 1991 — 1994
Master of Business Administration (MBA), Finance, General
Syracuse University 1985 — 1988
Bachelor of Arts (B.A.), Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY